We are seeking to recruit a Personal Injury Trust Advisor to support the administrative function of the Personal Injury Trust Team

 

Key Responsibilities

 Preparing and processing of trust deed documents

 Administering of bank application forms

 Requesting relevant identification documents from clients

 Processing relevant documentation

 Input and maintain information to ensure internal systems and files are kept up to date and in the relevant place

 To liaise directly with clients via telephone, email, and written correspondence

 To liaise directly with solicitors and professional deputies, via telephone, email and written correspondence

 Provide advice regarding viability of Trust

 Provide advice and assistance in respect of cases allocated and client requirements

 Undertake all trust referrals allocated following published procedures

 Maintain KPI’s to published standards

 Maintain current knowledge of Trust requirements and attend any training as deemed necessary

 Managing the departments incoming and outgoing mail

 Scanning /photocopying/filing of client related documents

 Recording and processing client’s cheques

 Preparing and sending out invoices

 Manage smaller pieces of work to completion, either standalone or as part of larger projects to support achievement of business   objectives

 Other administrative tasks for the various departments and the wider team as required

Skills & Abilities

 Ability to communicate effectively with a wide range of people including legal representatives

 Ability to prioritise and manage own workload

 Ability to communicate effectively both orally and in writing

 Possess an exceptional level of accuracy when producing documents and inputting data

To find out more and to apply click here