Probate Clerk - CPI SELECTION : Job Details

My client is looking for a motivated and determined Probate Clerk within their Private Client department with handling wills and probate cases from file opening through to completion. The ideal candidate will work accurately and efficiently while maintaining high standards of client care.

Key Responsibilities:

Probate Administration:

• Prepare and file probate applications with courts and relevant authorities.
• Gather necessary documentation, such as wills, death certificates, and financial statements.

Client Communication:

• Act as a point of contact for clients, beneficiaries, and third parties.
• Address inquiries, request information, and provide updates on case progress.

Documentation and Records Management:

• Draft legal documents, correspondence, and schedules for estate administration.
• Maintain accurate and up-to-date case management records.

Support Solicitors and Legal Team:

• Assist in identifying and valuing estate assets and liabilities.
• Help with the preparation of estate accounts and distribution schedules.
• Coordinate meetings and provide administrative support to the legal team.

Compliance and Reporting:

• Ensure compliance with legal and regulatory requirements.
• Complete audits of case files to meet internal and external standards.

Required Skills and Experience:

Essential:

• Experience in Wills & Probate work is essential!
• Strong administrative and organisational skills.
• Attention to detail and the ability to work under pressure.
• Excellent written and verbal communication.
• Competence in using Microsoft Office, legal case management systems.

Salary is up to £35000 per annum doe, together with a standard package for holiday entitlement and work-based pension. They also operate a flexible working policy within the firm.