PLEASE NOTE:

The post holder may reasonably be required to perform duties other than those given in the job description for the post, including work with a different department or team. The particular duties and responsibilities attached to posts may vary from time to time without changing the character of the duties or the level of the responsibility entailed.

PURPOSE

Working independently to handle the day-to-day aspects of our trust, deputyship and attorneyship files and to assist with the progression of probate, will and LPA files as needed.

KEY RESPONSIBILITIES:

• Progress matters as appropriate, transcribing dictation, preparing post for signature and accompanying fee earner to appointments when appropriate
• Take calls and make appointments for fee earners
• Liaise with clients and third parties
• Manage day-to-day document handling, including opening files, filing and attaching emails electronically to SOS
• Responsible for key areas to include:
• Basic probate (typically UK domicile and UK assets)
• LPAs between Wells & Street offices
• Trust administration to include:
• Trust register
• Running of trusts and private clients (paying care fees, dealing with bank accounts, investments, reconciling annual tax returns via accountants)
• Support and assist fee earners
• Ensure service level agreements are met via case management system
• Prepare invoices and arrange payment to third-parties and payment of legacies to beneficiaries

DUTIES ALL STAFF ARE REQUIRED TO PERFORM:

• Observe health and safety procedures and work safely at all times.
• Adhere to all internal methods, systems, policies and procedures
• Be responsible for your own continuing self-development, undertaking training as appropriate to the work environment and developments in your role, including training on software or systems used at Chubb Bulleid if not already familiar with them
• Conduct yourself with professionalism, tact and diplomacy as a representative of Chubb Bulleid, in line with policies and procedures.