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Probate Case Manager - £25k-£30k DOE, fully remote working. Start date: March 2025.
Responsibilities:
- Take over an existing caseload to provide continuity and provide a resource for new cases being taken on
- Accurately record all time within our accounting software, reporting any 'write offs' accurately.
- Keep Clients informed (minimum every 4 weeks) of progression on matters.
- Upload correspondence to all case management systems as required.
- Write out to all assets and liability organisations in a timely and efficient manner.
- Load all communication to case management systems.
- Keep all case management systems updated for audit purposes.
- Always adhere to the Billing Policy.
- Raise all invoices for your matters in a timely and efficient manner.
- Monitor flags for WIP credit limit.
- Report all breaches of the credit limit to management.
- Complete all IHT forms efficiently and accurately.
- Check that data protection laws are being adhered to in relation to storage of data.
- Report any Data breaches to management (see GDPR Policy).
- Maintain accounting software in preparation for audit.
- Take calls in bound for the probate department and action as appropriate.
- Researching cases and legal information.
- Ensure all documents comply with Legal standards.
- Confidence and ability to manage a caseload autonomously with minimal supervision.
- Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters.
- Communicate efficiently with outside agencies.
- Follow up outdated invoices for client balance.
- Prepare and modify documents including correspondence as advised by your manager.
- To ensure that all duties are carried out in line with all Company Policies & Procedures.
- To ensure your conduct of personal behaviour (both internally and externally) is such that the Company's reputation is protected and enhanced.
Required experience:
- Minimum of 2 years probate experience is essential
- Experience of managing a case load of 60+
My client, a successful estate planning team of Legal experts are looking for a Probate Case Manager to join an expanding team. We are looking for someone with at least 2 years of probate casework experience.
If you are interested in the role, please 'APPLY' and submit your CV for immediate consideration.
