Are you looking for an opportunity to expand on your administration and customer service skills? Do you have a keen eye for detail and a drive to support your team? Might you have an interest in a career in the legal sector?

About us

At Kings Court Trust we have a goal to be the most successful and respected estate administration business in the UK. Individuals that take a role within our business will strive to reach this goal with us by taking the utmost pride and professionalism in their work and commitment to our business’s goals and objectives.

What you’ll be doing

As an Estate Coordinator you will be working as part of our Service Delivery team to process workflows in a timely & efficient manner. You will ensure our excellent service standards are always met by meeting or exceeding quality standards. You will be working alongside our Personal Estate Managers and with the wider business to make our estate administration as smooth and easy as possible for the families going through bereavement whilst having empathy and understanding on the difficult situations.

Typical duties include:

• Handling incoming & outgoing calls with our clients, beneficiaries and third parties

• Supporting our Personal Estate Managers with administrative tasks related to their estates

• Processing incoming funds, reconciling estate assets and updating financial records

• Drafting and reviewing correspondence

• Complete new file setups, including detailed reviews of all legal documents per estate

• Carry out estate file reviews to include the encashment or transfer of estate assets once Grant of Probate has been obtained

• Conduct insolvency checks, Will searches and anti-money laundering checks

• Assist with submitting applications to the Probate Registry for Grants of Probate

• Liaising with third parties to obtain outstanding information related to estates

• Paying debts and expenses on estates

The ideal candidate

The ideal candidate for this role will have mix of administration and customer service experience and ideally have an interest in working within the legal sector. It is also important that you are able to maintain empathy for our clients and customers whilst helping resolve their queries.

We understand you might not tick all of these boxes, but we would encourage you to apply if you do have some of these skills:

Customer Service: You will be dealing with incoming and outgoing calls from clients, beneficiaries and third parties with the utmost empathy and with a drive to support and drive forward queries to a solution.

Attention to detail: You will handle original documents, drafting and reviewing correspondence.

Communication: Completing new file setups, including detailed reviews of all required legal documents for each estate. Contacting third parties for outstanding information related to existing estates. Liaising with our Finance team internally to pay debts and expenses on estates.

Time management: You will need to demonstrate time management skills in your day-to-day role, ensuring all tasks are delivered within company SLA’s.

What we can offer you

• 25 days plus bank holidays, increasing annually to 30.

• Long service leave reward

• Health Cash Plan – Cash back for Dental, optical, and other treatments

• Employee discounts across a range of high street products.

• Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy.

• Income protection insurance

• Life assurance policy

• Enhanced family leave

• Cycle to work scheme

• Employee Assistance Programme

Need to know

Salary: £24,800 per annum

Location: Bristol, On-site

Hours: Typical office hours are 9am – 5pm

Start date: ASAP

Equality & Diversity

Kings Court Trust is committed to equality and diversity in employment and all of 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!

By applying for this role your details will be submitted to Kings Court Trust. Our Privacy Policy explains how we will use your information, and is available on our website at https://www.kctrust.co.uk/