Job Detail

Client Care Administrator - Countrywide Tax and Trust

Date Posted: May 07, 2023
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Job Description

If you have a passion for customer service. If you are professional and dedicated to delivering top quality work, please read on, this could be the role for you . Summary of Key Responsibilities and Role Within this role you will work with a growing and busy team of administrators responsible for dealing with clients on several complex matters such as Deputyships and disputes with local authorities in relation to long term care funding. This team also will oversee all ID checks and queries, and they deal with company complaints. Principal Responsibilities You will deal with progressing matters in dispute in relation to local authority funding for long term care. You will deal with drafting forms and documents to progress applications for deputyship on behalf of clients. You will deal with ensuring complaints are recorded and acknowledged and liaise with the relevant Team Leader to ensure that these are progressed, plus drafted responses. You will review files and chase for outstanding information where required. Ensure that appropriate records are kept for in-house compliance purposes. Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team. Carrying out checks on files and documents and integrating legacy systems into our new in-house systems. Drafting legal documents and correspondence. Liaising with clients, advisors, and other professionals in relation to all matters. You will also have some exposure to the development of new products and systems, providing training for in house staff and external partners. ID Checks. Anti-Money Laundering queries. Responding to correspondence from solicitors regarding will disputes and advice provided. Key Knowledge & Required Skills Excellent communication and organisational skills Excellent Administration skills and be able to use computer systems You must have excellent attention to detail You must be enthusiastic and conscientious You must be able to learn quickly and adapt to new processes Time and case management skills Experience Required Essential: Previous administration experience is essential, and we are looking for someone who is used to working in a busy office environment, with daily deadlines. Experience in answering and dealing with telephone calls and emails in professional and efficient manner. You must have knowledge of using Microsoft Outlook, Word, and basic level of knowledge of using Microsoft Excel. Used to working with multiple in-house systems, willing to learn new internal systems to grow knowledge (training will be given) You must have the ability to work independently and a positive can-do attitude toward problem solving. Skills Required Essential: Professional communicator, articulate and clear. Self-motivated, proactive, and friendly team player. Flexible individual who can respect and support others within the team. Resilient and calm when under pressure, especially with sensitive and emotional clients

Job Detail

  • Location:
    , United Kingdom
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
  • Career Level:
  • Positions:
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  • Gender:
    No Preference
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  • Apply Before:
    Jun 21, 2023