Trainee Case Manager

Trainee Case Manager (Assets, Valuations and Transfers)

Are you interested in a career based in the Legal industry and looking to gain some valuable experience Do you work well solo or collaboratively and have a passion for learning Would you benefit from a role where you are able to learn and develop at a pace that suits you

We are one of the leading experts in specialised people tracing and asset repatriation services worldwide and our expertise and reputation for quality has been developed over 50 years.

We work for a diverse range of clients including professional services firms, financial institutions, and public bodies, from all sectors.

With a focus on developing the skills and experience required to become a Case Manager within the AVT (Assets, Valuations and Transfers) team, the successful candidate will gain an understanding of the probate support methodologies and processes required to manage a sizable and varied case load.

Through both a self-led and collaborative learning journey, you will develop the skills and expertise required to service our clients with outsourced estate administration solutions specific to assets held in an estate both domestically and overseas. This will include valuation, verification, transfers, and disposal.

Technical work will be carried out independently in-house or managed via partners where we act as an intermediary to offer a client solution.

Alongside on-going training and learning, you will provide support on all case work required and will complete tasks set by Case Managers using our internal software and liaising with clients and customers to provide updates.

Duties may include, but are not limited to:

• Managing your own caseload, completing client updates, and undertaking technical tasks required on own files.
• Making initial calls to business partners to establish a communication plan.
• Managing case costs against set budgets, including time cost and disbursements.
• Assisting finance with aged debt on completed work.

We understand you may not have all of the below skills or experience, but we encourage you to apply if you have some of the below:

• Exceptional organisational and time management skills.
• Resilient when dealing with challenging third parties and / or customers.
• Keen attention to detail.
• Self-motivated and proactive.
• A tenacious and effective approach to exceeding targets.
• Commercial awareness.

We are keen to hear from graduates with Business Management and Finance based qualifications etc.

Benefits

• 25 days Holiday Entitlement (Increasing annually to 30)
• Buy or carry up to 5 days holiday per year
• Health Cash Plan - Cash back for Dental, Optical, and other treatments
• Discounts platform - Employee discounts across a range of high street products
• A choice of salary sacrifices benefits to suit you and your needs
• Income protection insurance
• Life assurance policy
• Company pension (matched contribution up to 5%)
• 12 weeks Enhanced Parental leave policy
• Cycle to work scheme
• Employee Assistance Programme

Salary: 22-24K per annum

Location: Bristol, on-site (hybrid can be discussed on completing probation)

Hours: 37.5 per week, typical office hours are 9am - 5pm

Start date: ASAP

Title Research is committed to equality and diversity in employment and all our activities. We ensure that all successful applicants are selected based on their relevant merits and experience and that people are given equal opportunities within the workplace.

If this opportunity excites you and you'd like to consider joining us, please apply today with your CV!