12 Oct, 2021

Trust and Estates PA

£18,000 - £22,000 yearly
  • Talbots
  • Wolverhampton Street, Dudley DY1 1DB, UK
Full time Administration

Job Description

Main purpose and objectives

The main purpose of the role is to provide typing and administrative support to our Trusts & Estates Department.

Key tasks and responsibilities

· Digital dictation and insertion of dictation into letters and forms;

· Administering client matters using SOS case management system;

· Client care and excellent customer service;

· Meeting speculative clients on an exploratory basis and answering generic queries;

· Assisting with Will Preparation;

· Registering and drafting of LPAs and EPAs;

· Assisting with straightforward estates;

· Drafting IHT 205 forms;

· Administering liquidation of assets and distribution of the estate;

· Any other duties deemed to be within the capability of the post holder.

Essential competencies

· Familiar with the legal administration of Probate, Wills, Trusts and Estates;

· Passionate about giving outstanding client care and service;

· Excellent interpersonal and team working skills;

· Accurate and articulate in written and spoken communication (including excellent spelling and grammar);

· Attention to detail and high level of accuracy;

· Ability to use own initiative to problem solve;

· Excellent administrative, planning, organisation and time management skills to meet deadlines;

· Proficient in the use of IT, including all MS Office applications, email and internet.

Company Benefits

  • 25 days holiday + UK Bank Holidays + 2 x Ex-gratia days (birthday & Christmas).
  • Company pension scheme.
  • Group Life Insurance*.
  • Talbots Bonus Scheme*.
  • Bank of Talbots (Staff credit for legal fees)*.

* Subject to qualifying period of service.

Salary range: £18,000-20,000 per annum depending on experience.

Competitive Salary

No

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