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Wills and Estate Planning Administrator

  • TRF Wills
  • Crediton, Devon
  • £6.40 per hour

We are looking for support in all aspects of administration in our small friendly office. This include filing, telephone interactions with clients, photocopying and scanning, witnessing documents and greeting clients that come in for meetings.

Vacancy provider logo for Exeter College

  • GMFJ Reference
    251011
  • Wages
    £6.40 p/h
  • Hours
    30.00 per week
  • Date Posted
    11/06/2024
  • Start Date
    02/09/2024
  • Approx. Duration
    18 months

  • Location
    Crediton
  • Status
    Now Taking Applications
  • Sector
    Business & Administration
  • Opportunity Type
    Advanced Level 3
  • Apprenticeship Standard
    Business administrator (ST0070)
  • Employer
    TRF Wills

Description

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.

For more information about this vacancy please contact Exeter College on 01392 400800 (Ref ID: 251011)

Company website : https://trfwills.co.uk/

  • 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
  • GCSE C/4 in English & Maths minimum, or equivalent qualification
You will be required to attend Exeter College one day a week (during term time) working towards your Level 3 Business Administration apprenticeship.
  • An interest in the role for the long term
  • Ability to speak clearly
  • A desire to help when asked questions by clients
  • Common sense approach to problem solving
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.

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Exeter College's Apprenticeship programme stands out as one of the best in the country, winning numerous awards for Apprenticeship training and delivery. We achieve higher than national average success rates, which means you are more likely to succeed with Exeter College.

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