Overview
Estate Administration Assistant Jobs in Exeter, UK at Equiniti
Role Purpose
The Estate Administration Assistant provides foundational administrative and operational support within the Estates Administration function, assisting with the administration of deceased estates in accordance with the terms of a Will or the rules of Intestacy. This entry‑level role supports the wider Estates teams through the completion of banking, clerical, post handling, data input, and general estate administration activities. Full training and coaching will be provided to support the development of technical knowledge and skills, and to build a career within this specialist area of law.
The role plays a key part in ensuring that estates are administered efficiently, accurately, and in line with internal procedures and controls.
Core
Duties & Responsibilities
- Banking & Financial Administration
- Assist with banking administration tasks, including processing payments in accordance with procedures and controls.
- Ensure accuracy and attention to detail when handling financial information.
- Administrative Support
- Manage incoming and outgoing post, including triage, distribution, and filing.
- Maintain accurate filing systems and estate records.
- Undertake data input and estate case set‑up on internal systems.
- Estate Administration Support
- Support the Estates team with allocated estate administration tasks, with appropriate training and supervision.
- Assist in the preparation and completion of HMRC forms, including inheritance tax documentation, following training.
- Team Support & Learning
- Work collaboratively with colleagues across the Estates & Probate function.
- Participate in training and development activities to build estate administration knowledge and capability.
Skills, Capabilities & Attributes
- Strong team‑working skills and a collaborative approach.
- Willingness to learn and develop within a legal and operational environment.
- Good IT skills, including Microsoft Office applications.
- High attention to detail and accuracy.
- Well‑organised approach with good time‑management skills.
- Positive, enthusiastic, and professional attitude.
Equal Opportunity Statement
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre‑employment screening checks.
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Title: Estate Administration Assistant
Company: Equiniti
Location: Exeter, UK
Category:
