Will Bank Administrator

Will Bank Administrator- Key Responsibilities :

Will Bank Administration

• Maintain and update the will bank register and database, ensuring all documents are recorded accurately.
• Process new documents (wills, codicils, LPAs, deeds etc.), completing checks and logging them correctly.
• Manage secure storage in line with firm policies, SRA rules, and data protection requirements.
• Handle document retrieval requests and ensure the correct authority and ID is obtained before release.
• Assist with the transfer, return, or destruction of documents following firm procedures.

Client & Team Support

Enquiry Handling & Matter Conversion

Compliance & Process Management

Qualifications and Skills :

Company Core Values :

Apply

Name

Email

Telephone

Upload CV

Maximum file size is 3.5Mb, accepted file types are PDF, DOCX and ZIP

Equality and diversity monitoring form

This organisation strives to operate a policy of equal opportunity and to not discriminate against any person because of sex, race, colour or national origin.

To help us monitor this, will you please complete the sections below placing a tick in the relevant boxes. The information you provide will only be used for monitoring purposes. The information will be treated in the strictest of confidence and in no way forms any part of the selection process.

Age

Sexual orientation

Religious Beliefs

Ethnic orientation

This form collects your personal data to create an application for a role this data is then stored for possible future roles, Your data will not be used for any other purpose or given to any other third parties. See our Privacy policy for more information on how we protect and manage your submitted data.

#J-18808-Ljbffr