Probate Case Officer/Estates Officer/Paralegal/wills/trusts

Job Type: Permanent

Location: Birmingham or Exeter

EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. EQ’s purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base.

Role Summary

The role is that of a Probate Case Officer, a dedicated contact within an Estate, to administer around 35 deceased cases under the terms of the Will or Intestacy, in all aspects, including building relationships with beneficiaries, under the supervision of an Estates Manager.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

  • The administration of around 35 deceased cases
  • Handling day to day case tasks and queries and progressing the cases with all aspects of Estate administration from initial enquiries, applying for the Grant of Probate, to finalisation of the Estate and accounting to the beneficiaries for their entitlement
  • Dealing with associated inheritance, income and capital gains tax
  • Building and maintaining relationships with the beneficiaries through regular contact by post, e-mail and telephone calls
  • Complying with business objectives, client service level standards, process and procedures and managing risk
  • Administration and some Banking processes (with support)

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviours:

  • Estate Administration experience
  • A strong team player and quick learner
  • Excellent verbal and written communication skills
  • Positive, enthusiastic and supportive of others
  • Excellent attention to detail
  • Microsoft Office skill
  • Highly organised and consistent high level performer
  • STEP or ILEX qualifications (would be an advantage) or a commitment to undertake these qualifications

EQ Benefits

Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:

  • 25 days annual leave + bank holidays
  • Flexible benefit which you can use to ‘purchase’ additional benefits which include, private health insurance, travel insurance, gym memberships and many more you can chose from, or get it paid your flexible benefit amount on top of your annual salary
  • Life assurance x 4 of your annual salary
  • Opportunity to join a great pension scheme
  • Staff engagement – Opportunities to receive recognition and rewards.
  • Great learning support

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.