Legal Administrator

Legal Administrator
Permanent

Are you looking for an opportunity to expand on your administration and customer service skills? Do you have a keen eye for detail and a drive to support your team?

Might you have an interest in a career in the legal sector?

Our client is looking to recruit a Legal Administrator, known internally as an Estate Coordinator.

About our client

They have a goal to be the most successful and respected estate administration business in the UK. Individuals that take a role within their business will strive to reach this goal with them by taking the utmost pride and professionalism in their work and commitment to the business’s goals and objectives.

What you’ll be doing

As a Legal Administrator / Estate Coordinator you will be working as part of the Service Delivery team to process workflows in a timely and efficient manner. You will ensure their excellent service standards are always met by meeting or exceeding quality standards. You will be working alongside the Personal Estate Managers and with the wider business to make their estate administration as smooth and easy as possible for the families going through bereavement whilst having empathy and understanding on the difficult situations.

Typical duties include:

• Handling incoming & outgoing calls with clients, beneficiaries and third parties
• Supporting the Personal Estate Managers with administrative tasks related to their estates
• Processing incoming funds, reconciling estate assets and updating financial records
• Drafting and reviewing correspondence
• Completing new file setups, including detailed reviews of all legal documents per estate
• Carrying out estate file reviews to include the encashment or transfer of estate assets once Grant of Probate has been obtained
• Conducting insolvency checks, Will searches and anti-money laundering checks
• Assisting with submitting applications to the Probate Registry for Grants of Probate
• Liaising with third parties to obtain outstanding information related to estates
• Paying debts and expenses on estates

The ideal candidate

The ideal candidate for this role will have a mix of administration and customer service experience and ideally have an interest in working within the legal sector. It is also important that you are able to maintain empathy for clients and customers whilst helping resolve their queries.

They understand you might not tick all of these boxes, but they would encourage you to apply if you do have some of these skills:

• Customer Service: You will be dealing with incoming and outgoing calls from clients, beneficiaries and third parties with the utmost empathy and with a drive to support and drive forward queries to a solution.
• Attention to detail: You will handle original documents, drafting and reviewing correspondence.
• Communication: Completing new file setups, including detailed reviews of all required legal documents for each estate. Contacting third parties for outstanding information related to existing estates. Liaising with the Finance team internally to pay debts and expenses on estates.
• Time management: You will need to demonstrate time management skills in your day-to-day role, ensuring all tasks are delivered within company SLA’s.

What they can offer you

• 25 days plus bank holidays, increasing annually to 30
• Long service leave reward
• Health Cash Plan – Cash back for Dental, optical, and other treatments
• Employee discounts across a range of high street products
• Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy
• Income protection insurance
• Life assurance policy
• Enhanced family leave
• Cycle to work scheme
• Employee Assistance Programme

Need to know

Salary: £24,800 per annum
Location: Bristol, On-site
Hours: Typical office hours are 9am – 5pm
Start date: ASAP

Equality & Diversity

Our client is committed to equality and diversity in employment and all of their activities. They ensure that all successful applicants are selected based on their relevant merits and experience and that people are given equal opportunities within the workplace.

If this opportunity excites you and you’d like to consider joining them, please apply today with your CV!