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Wills & Probate Administrator

REF: 291 | Legal |
  • Type: Permanent
  • Job #291

Purpose of the role:

Our client is looking for a talented and enthusiastic Probate Administrator to join their growing team and assist in providing guidance and assistance to clients in drafting wills, applying for probate, lasting powers of attorney and administration of deceased estates. 

Responsibilities:

  • To answer the telephone, transfer calls, take detailed messages, arrange appointments and updating fee-earners diary 
  • Provide a word processing service including typing and preparing own correspondence, copy typing when required and able to use Excel spreadsheets
  • Administer and ensure the smooth running of various probate matters
  • Deal with probate enquiries and provide guidance to client at an appropriate level
  • Attend meetings with client with director, associate director or team manager, complete file notes, file opening, initial client compliance checks and preparation of client care letters
  • Have direct client contact at an appropriate level
  • Prioritise post received in the morning and respond to telephone calls and emails received alerting team to all important items
  • Use time management to ensure that all tasks are completed within an appropriate period and to keep clients regularly up to date on matters and costs as they progress
  • Deal with all aspects of estate administration to include dealing with estates of Jersey domiciled deceased clients and overseas clients with assets in Jersey needing probate
  • Gather and update details of assets and liabilities in an estate and collect/discharge when appropriate
  • Drafting letters to asset holders, estate beneficiaries and debtors
  • Gather and maintain accurate records of funds received and paid away in the estate to lead to estate accounts being prepared if appropriate

Skills required:

  • Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012

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