Our client, a leading probate administration company, are looking to recruit a Case Handler.
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.
Every file that is allocated to you will also have an Account Manager, who will be the primary point of contact for the client. 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.
Salary and Working Hours
The hours are Monday- Friday 9am to 5pm.
20 days annual leave plus bank holidays.
20 wellness hours a year.
Company events.
Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.
Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector.
We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Job Type: Full-time