Business Function
The Estates Administration Service is a highly successful business unit within Equiniti with substantial opportunity for growth. It provides a comprehensive, personal and professional service in all aspects of an estate of a deceased person. We currently have 10 teams across offices in Exeter and Birmingham with around 41 colleagues administering the terms of a Will or rules of Intestacy, including obtaining the Grant and handling taxation and other legislative aspects.
Role Summary
The role involves supporting the Estate Administration process by administering the terms of a deceased’s Will or Intestacy. Duties include banking, clerical, post, and other tasks to assist the Estate Case officers. Training and coaching will be provided to progress and develop Estate Administration skills and knowledge.
Core Duties / Responsibilities
- Banking administration including payments
- Post, triage and filing
- Data input and case set‑up
- Some estate administration tasks (with training)
- Completion of HMRC forms (with training)
Skills, Capabilities and Attributes
- A strong team player and quick learner
- Good knowledge of Microsoft and IT skills
- Positive and enthusiastic attitude
- Attention to detail
- Good time management and organization
What We Offer
- Equiniti Pension Plan – Equiniti matches pension contributions up to 10%
- Employee Assistance Programme: counselling, legal and wellbeing support for colleagues and households
- Life assurance cover at 4x salary with the option to purchase enhanced cover
- Employee discounts – discounts and cashback at high‑street stores through the EQ Wins Platform
- Flexible benefits – wide range of benefits through a flex plan (gadgets, travel insurance, will writing, holiday trading, etc.)
- Typical holiday entitlement of 28 days + bank holidays; 2 volunteer days for a chosen charity
- Equiniti ICON award vouchers recognising outstanding contribution
- Investment in LinkedIn Learning for all colleagues
Equality and Diversity
We are committed to equality of opportunity for all staff and encourage applications from all individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships.
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