We are currently working with an Investment Management firm who are looking to hire a Probate Associate to join their team.The purpose of this role is to provide a professional and highly responsive service to clients, prospective clients, and all other persons contacting the firms Probate team by telephone or email.
Role duties Include:
- Ensuring all probate valuations, are produced and dispatched in an accurate and timely manner for administration of deceased estates
- Ensuring all holdings are investigated, priced correctly and confirmed with the Registrars using a professional and precise approach
- Ensuring all queries, from either an internal or external source, are efficiently and professionally resolved and responded to relating to probate valuations and administration of deceased estates
- Ensuring all physical documentation is securely recorded and held in our safe custody
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements
- High level of initiative and enthusiasm with a positive attitude and flexible outlook
- Customer service focus with a record of providing excellent customer service
- Strong communication skills, both written and verbal
- A strong reconciliation and control background
- Problem solving skills
- Strong desktop and processing skills
Benefits
For more information or to arrange a confidential phone call please contact Aoife Stokes at[email protected]. High level of initiative and enthusiasm with a positive attitude and flexible outlook Customer service focus with a record of providing excellent customer service Strong communication skills, both written and verbal A strong reconciliation and control background Problem solving skills Strong desktop and processing skills