Trust Case Administrator

at  Marvel Placement Consultants

TRUST CASE ADMINISTRATOR

We are currently seeking a dedicated Trust Case Administrator for a Legal firm that specialise in Medical Malpractice Trust matters that is located in Monumentpark, Gauteng. The ideal candidate will manage client cases efficiently, ensuring a seamless process from initial contact to successful resolution. This role involves extensive client interaction, administrative tasks, and coordination with various stakeholders.

MINIMUM REQUIREMENTS

• Relevant Bachelors Degree.
• Minimum of 2-years’ experience working with case management of Medical Malpractice Trust matters.
• Own vehicle and valid Driver’s License are essential.
• Willingness to travel occasionally.
• Strong communication skills and the ability to collaborate with clients and various stakeholders.

• Organising and storing messages exchanged with beneficiaries.
• Answering telephone calls and WhatsApp messages, ensuring notes are made on the file.
• Managing general administrative tasks such as filing, scanning, and copying.
• Responding to client enquiries via email, letter, SMS, WhatsApp, and telephone.
• Liaising with beneficiaries/clients from the initial instruction to the successful conclusion of their matters.
• Compiling memos, needs assessments, and reports for the Trustee to facilitate decision-making for the Trust.
• Keeping detailed records of time spent on tasks and documenting it accordingly.
• Using a spreadsheet to capture and track all work related to each beneficiary.
• Utilising a diary management system for effective scheduling.
• Entering data electronically.
• Keeping records of costs and managing the Trust’s budget.
• Providing assistance to management with various tasks and necessary feedback.
• Performing related work as assigned.
• Arranging meetings between the Trust and new beneficiaries.
• Preparing memos to accompany beneficiaries to their appointments.
• Scheduling doctor appointments based on the needs assessment.
• Handling client invoicing and preparing financial documents for the Accounting Officer.
• Ensuring all invoices are paid by coordinating with the accounting department.