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Wills and Estate Planning Administrator (Apprenticeship)

Job details
Posting date: 07 July 2024
Salary: £6.40 to £6.40 per hour
Hours: Part time
Closing date: 05 August 2024
Location: Crediton, EX17 3NR
Company: GetMyFirstJob Ltd
Job type: Apprenticeship
Job reference: 251011

Summary

We will provide a comprehensive learning process for all aspects of administrative support for wills, lasting power of attorney, probate and trust for for our clients. The candidate will need to feel confident using telephone interactions with both current and potential clients, taking messages, and dealing with questions (all with training of course). There will be longer term training to take instructions for lasting power of attorney and probate instructions, an collecting the correct documents from clients.

Duties will include (but are not limited to):


Filing
Telephone interaction
Photocopying/scanning
Preparing documents
Outgoing post procedures
Organising incoming mail,
Witness client signatures on legal documents
Greeting clients
Additional information:

Working hours will be 10am - 4pm Monday to Friday (please note, one of these days will be your college day).
Pay will start at £6.40 with potential for additional bonuses based upon progress and performance.


Training
You will be required to attend Exeter College one day a week (during term time) working towards your Level 3 Business Administration apprenticeship.

Qualifications required

GCSE C/4 in English & Maths minimum, or equivalent qualification

Skills required

Ability to converse with members of the public
Ability to work with care, diligence and efficiency
Prepared to ask when not understanding a request
Welcomes constructive criticism to improve
Good level of written and spoken English
Computer awareness - knowledge of work, excel, adobe is also beneficial

Prospects
The ideal candidate would be willing and able to progress and undertake training to become a qualified will writer and instruction taker for lasting power of attorney.
Qualification / Standard : ST0070 Business administrator
Duration 18 months