|Set yourself high standards|
|Work diligently and accurately|
|Think delivering excellent customer service is a top priority|
…then you may fit in well with our team!
Job Title: Trusts Executive
Hours of Work: 39 hours per week, Monday – Friday
Purpose of the Job
You are contributing to the team that is responsible for the initial generating and drafting of client documents for Estate Planning applications. You will be supporting the team primarily responsible for managing the printing, checking and timely delivery of clients’ original legal documents. You will also share responsibility for the accurate drafting and production of that trust documentation, and will be responsible for the preparation of clients Lasting Powers of Attorney.
Main Areas of Responsibility
Estate Planning-liaise with financial planners regarding applications as required -manage signing date schedule to ensure timely delivery of original documents -print, bind and accurately check clients’ original documents -draft and print Lasting Powers of Attorney -generate and draft documents for legal partners approval
General Office-answer incoming calls efficiently in a polite and helpful manner -recommend developments and improvements to procedures and systems as appropriate -maintain and update relevant sections of the procedures manual
Additional Duties as Required-print, bind and check original client documentation -data entry from application -liaise with financial planners regarding cases on hold -review drafting list to ensure service levels are maintained
The post holder reports to, and is supported and trained by, the Office Manager.
Be aware of and comply with policies and procedures relating to health and safety, confidentiality and data protection and report all concerns to an appropriate person.
Knowledge and Experience-Excellent attention to detail -Demonstrably high level of planning and organisational skills -Willingness to develop technical knowledge and learn new skills -Good interpersonal telephone manner -Ability to work in a team with enthusiasm and commitment -Ability to work on own initiative
· 20 days holiday, rising by 1 day for each year of service
· Free parking
· 4pm finish on a Friday
· Enhanced employer pension contributions
Would you like a career with Solidus?
We take pride in providing high quality Trust solutions and a first-class support service to our Licensees.
If you have the qualities we are looking for and are interested in working within the financial and estate planning environment, please submit your CV to [email protected] along with a brief overview of yourself and your working background.
Whilst we may not have a specific vacancy available at the moment, we are a growing business where opportunities can quickly present themselves.
We like to hold suitable candidate CVs on file and will contact you should a relevant position arise.
We will not share your details with any third parties.
Submit your CV and Overview to [email protected]
Thank you for your interest.