Case Handler - Reed : Job Details

Case Handler 

Permanent

Full Time

Salary £24,000 - £28,000

Monday - Friday, 9:00am - 5:00pm 

Salisbury 

REED Business Support are actively recruiting on behalf of an established organisation for a permanent Case Handler.  

This is an great opportunity for an individual with excellent admin, communication and organisational skills. 

As an Case Handler your duties will include but are not limited to:

• Oversee the day-to-day progression of probate cases, ensuring all actions are completed in a timely and compliant manner.
• Maintain comprehensive records and manage documentation in line with legal requirements.
• Liaise with banks, financial institutions, and other third parties to collect information and progress cases.
• Ensure all data and records are maintained securely and in line with GDPR and internal policies.
• Work alongside the Account Manager to provide clear updates and respond to client queries.
• Support clients with understanding the steps involved in probate and estate administration.
• Assist with the secure storage, indexing, and retrieval of original wills and supporting documents.
• Follow procedures for archiving and document retention, ensuring compliance with regulatory and internal standards.
• Comply with GDPR requirements and internal compliance frameworks.
• Escalate any concerns or irregularities to the Case Handler Line Manager promptly.

If you believe that this is the right opportunity for you then please Apply Now online or contact Olivia Aston in the Reed Basingstoke office.

To be considered for this position you must Apply Online. If successfully shortlisted, you will receive a call from one of our consultants. We are unable to respond to all applicants and if you do not hear from a consultant within 10 days then unfortunately on this occasion you have not been shortlisted and we suggest you keep a look out for future roles advertised by REED Business Support Basingstoke.