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Paid Internship
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46209Open Positions

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Probate Executive

Payne Hicks Beach
Found 3 weeks ago
Location
London, United Kingdom
Time
Not disclosed
Work Mode
Not disclosed
Salary
Market rate
Visa Help
Not disclosed
Last Verified
3 weeks ago

Skills & Qualifications

Technical Skills

  • Microsoft Office
  • Excel
  • Word

Soft Skills

  • Good administrative skills
  • Ability to prioritise a workload
  • Numeracy
  • Accuracy
  • Fine eye for detail
  • Ability to work as part of a team or on their own
  • Well organised
  • Ability to act with discretion when dealing with confidential information
  • Good telephone manner
  • Customer service skills
  • Positive outlook
  • Flexibility
  • Appetite to learn and take on challenges

Job Description

This role would be to assist more senior members of the Probate team and partners in the legal section in administering our clients’ estates, and to support the department generally at an administrative level. The role may include a pathway to qualification as a chartered legal executive. General day-to-day duties will include assisting with: * estate administration work, including the collection of assets and identification of liabilities, dealing with third parties such as banks, accountants, valuers and financial institutions to obtain date of death valuations via correspondence/telephone calls as required, applications for grants of probate and letters of administration, formalities as required during the administration period, preparation of estate accounts, and dealing with estate tax reporting and compliance matters; and * the general administrative work of the Private Client Department, to include onboarding new clients and the associated file opening and compliance work, scanning, notetaking, and preparing preliminary drafts of letters, emails and other documents, dealing with enquiries and taking and relaying messages, maintaining orderly files and papers, electronic filing, as well as closing and archiving files.

Requirements

  • Good academic record including 3 A-levels (BBB minimum) and GCSE Maths and English grades A* – C / 9 – 4 (or international equivalents)
  • Good administrative skills and the ability to prioritise a workload
  • Good working knowledge of Microsoft Office packages e.g. Excel and Word
  • Excellent command of both spoken and written English
  • Numeracy, accuracy and a fine eye for detail
  • Experienced IT user
  • Ability to work as part of a team or on their own
  • Well organised and able to act with discretion when dealing with confidential information
  • A good telephone manner and customer service skills
  • A positive outlook, flexibility, and an appetite to learn and take on challenges

Related Field

  • Legal and Compliance

Related Subfield

  • Legal

Languages

  • English

Nice to Haves

  • Pathway to qualification as a chartered legal executive
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