administrative assistant Royal Leamington Spa, England
Job description
If you want to work for a company that’s not afraid to stand out from the crowd, then being a part of the Countrywide Group is for you.
A career with Countrywide Tax & Trust Corporation Ltd provides you with the opportunity to develop your existing skills and learn new ones. As a company we are ever evolving which means more career opportunities for our employee's.
Countrywide has been established 17 years and we offer advice in all aspects of Estate Planning and Asset Protection.
Summary of Key Responsibilities and Role
Within this role you will work with a growing and busy team of administrators responsible for all probate matters.
You will work closely with members of your own team and various other departments.
You will make effective use of case management systems and ensure efficient use of time and resources.
Principal Responsibilities
- Dealing with third parties such as banks and financial institutions to obtain date of death valuations via correspondence/telephone calls as required.
- Preparing IHT and probate forms for the Court and HMRC.
- Liaising with our advisors and clients by telephone and email, and face to face meetings where required.
- Liaising with lay executors (such as family members) and other professional partners where applicable (in the main this could be solicitors and accountants).
- Assisting with the sale and purchase of probate properties and investments once the grant is obtained.
- Collecting monies.
- Maintaining probate accounts.
- Dealing with the distribution of the funds in the appropriate manner.
Key Knowledge & Required Skills
- Excellent Admin and organisational skills.
- Excellent IT skills.
- Comfortable with using computerised systems.
- Excellent attention to detail.
- You will need to be conscientious.
- You will be a good communicator, confident on the phone and writing emails.
- Competent with diary management.
- Good inter-personal skills and understanding manner.
- Positive “can-do” mature attitude.
PLEASE BE AWARE IF YOU ARE SUCCESSFUL THE SALARY OFFERED WILL BE BASED ON YOUR KNOWLEDGE AND EXPERIENCE.
Job Types: Full-time, Permanent
Salary: £20,500.00-£24,150.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Employee discount
- Free parking
- On-site parking
- Referral programme
Schedule:
- Monday to Friday
Ability to commute/relocate:
- LEAMINGTON SPA: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: Prob AD CTT
