Our client, a leader in the probate administration sector, is looking to increase their team of Case Handlers, based in their Hammersmith offices.

Working with probate cases, you will be responsible for the file through the entire process and will need to ensure that every account has been closed, all monies due to and from the estate have been paid and all issues have been dealt with in a professional manner. You will need to work alongside the Account Manager to prepare update letters for the client, informing them of the progress that is being made with the estate.

Once the accounts have been closed you will pass the file across to the compliance team, who will audit the file and send out the estate accounts. You will need to ensure that the correct documentary evidence is requested and obtained in relation to the account closures; otherwise the file will be rejected by the compliance team, and you will be required to rectify the issues.

Your responsibilities broken down but not limited to are:

Chase up all outstanding organisations.

Close all accounts down.

Liaise with third parties such as estate agents and conveyancers.

Prepare update letters to clients to be sent by the Account Manager.

Put forward any necessary payments so that the liabilities of the estate are settled.

Ensure the necessary documentary evidence is obtained and available to be sent with the estate accounts.

Keep files updated and organised.

Use the online case management system fully to ensure that all information/documentation is uploaded to the case and that you are checking the information put there by others before any action is taken.

Use initiative to ensure that any issues are resolved and matters are moved forward.

Skills Required

Full training will be provided but you need to well-organised, friendly, polite, and have vast administration experience. You will have the ability to deal with a variety of clients.  You must be self-motivated with excellent computer skills and have polished communication skills. You must be able to work under pressure. Teamwork is also essential to succeeding in this role.

Monday- Friday 9am to 5pm, The starting salary will be £25,000-30k depending on experience