Case Handler

A well-established business is looking for a Case Handler to complete the estate administration process for a number of cases. You will be responsible for the file through the entire process and will need to ensure that every account has been closed, all monies due to and from the estate have been paid and all issues have been dealt with in a professional manner.

Along with a salary of £25,000 per annum, you will also receive 20 days annual leave plus Bank Holidays, 20 wellness hours per year and regular company events. This is a 09:00-17:00, Monday-Friday role, with no weekend working.

As Case Handler, your responsibilities will include:

· Chasing up all outstanding organisations.

· Closing all accounts down.

· Liaising with third parties such as estate agents and conveyancers.

· Preparing update letters to clients to be sent by the Account Manager.

· Putting forward any necessary payments so that the liabilities of the estate are settled.

· Ensuring the necessary documentary evidence is obtained and available to be sent with the estate accounts.

· Keeping files updated and organised.

· Using the online case management system fully to ensure that all information/documentation is uploaded to the case and that you are checking the information put there by others before any action is taken.

· Using your initiative to ensure that any issues are resolved, and matters are moved forward.

What we’re looking for in a Case Handler?

Full training will be provided but you need to well-organised, friendly, polite, and have vast administration experience. You will have the ability to deal with a variety of clients. You must be self-motivated with excellent computer skills and have polished communication skills. You must be able to work under pressure. Teamwork is also essential to succeeding in this role.

To apply for this role as Case Handler, please click apply online and upload an updated copy of your CV


11 June 2024
Administration & Secretarial
Wiltshire, Salisbury
£25,000 - £30,000 DOE