Probate Administrator

Atkinson Moss are delighted to be working with a forward-thinking Norwich based company in their search for a skilled and experienced candidate to undertake Probate caseload management and administration from start through to final completion.

The role is initially offered as a 9 to12 month Fixed Term Contract covering Maternity leave. However, there may be scope for a permanent position for the right candidate.

The role requires someone with hands on experience every step of the way and to work on their own initiative covering all administrative tasks and duties detailed below:

• Provide professional advice to clients regarding matters involving Wills, Probate & Estate Administration and Trusts
• Drafting legal paperwork, such as inheritance tax forms and PA11’s
• Being a friendly and professional point of contact
• Liaising with other professional third parties, such as estate agents and conveyancers, independent valuers, property clearance companies etc.
• Draft initial letters and complete documentation for asset holders. Ensure all assets in the estate are located.
• Draft invoice & estate accounts
• Chase the Probate Registry and other third party stakeholders
• Complete AML and ethical checklists for all cases
• Confirming validity of the last Will and testament
• Deal with HMRC and accountants in order to ensure correct tax positions on estates
• Carry out distributions and ensure all beneficiaries have bankruptcy checks

The successful candidate must possess the following skills:

• Hands on experience across all areas of the role responsibilities
• Excellent communication and organisational skills
• Excellent attention to detail
• Able to remain calm under pressure and work to tight deadlines
• Able to work on your own initiative
• Proficient in IT specifically MS Office (advantage)

The role is offered on a full-time basis (although slightly reduced working hours will be considered), Monday - Friday with full flexibility for hybrid working.

If you hold the relevant skills and experience, please apply online in the first instance. Candidates who do not hold the relevant experience of Probate caseload management and administration need not apply.

If you would like to talk over the role in more detail, please contact Wendy Wakefield or Lesley Freeman at Atkinson Moss.