Trusts and Estates Assistant

Corby

We have a full-time vacancy for a Trusts and Estates Assistant/Administrator in our T&E Unit based at our Corby Office.

This is an excellent opportunity to join a busy, well-established Private Client team.

The primary duties of this role include but are not limited to –

• Taking all new business enquiries, recording these & completing the necessary administration to open files;
• Process instructions relating to Estate Administration work in accordance with established procedures of both good practice and the firm’s quality system, along with exposure to Trust Administration matters;
• Managing the Quill Wills administration;
• Dealing with all will & deed enquiries;
• Supporting the work generated by the Will Writers and ensuring the accuracy of instructions received;
• Involvement in Residential care, Elderly and Vulnerable clients and IHT documentation;
• Assisting with the general administration of the department;
• Assist in marketing activities and maintain appropriate professional relationships with referrers etc.

Essential skills for this role include being able to work on your own initiative and assisting other members of the team. Attention to detail and excellent time management, a methodical approach to work, a professional, empathetic and attentive telephone manner along with first-rate communication skills, both written and verbal are all imperative to this role as client contact will be considerable, especially via the telephone.

This is a great role for the right candidate with excellent training and development opportunities within the firm. The firm has a good track record of retaining staff for lengthy service and promoting staff from within.

If you have exceptional customer service skills and would like to join our team as a Trusts and Estates Assistant, please send your Curriculum Vitae with a covering letter & salary expectations to – email hr@tollers.co.uk.

Please note it is not Company policy to provide feedback to unsuccessful applications.

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