Your role will be to complete the estate administration process for the more a number of those 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.
Our client, a leading probate administration company, are looking to recruit a Case Handler.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
Are you looking to develop your Financial Administration skills by joining a market-leading wealth management company with an established and successful administration team?
We are currently seeking a highly skilled Financial Administrator to join our client's busy Marlborough office.
If the answer is yes, we have the opportunity you are looking for!
Full training will be provided but the Legal Administrator will be well-organised, with a friendly persona and have really good administration experience.
A fantastic opportunity with career development opportunities working for this legal company as their new Legal Administrator.
You will be working with a variety of clients so excellent communication skills are key.