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Customer Care Team Member

Job Description

Main Duties

To assist the Will drafting team and carry out day to day administrative tasks to ensure the smooth running of the company.

 Key Responsibilities

  • Sort all incoming post
  • Log all new clients and matters on to the in-house systems
  • Chasing clients to return the relevant documentation to complete their Will.
  • Keep in-house records up to date and accurate notes following telephone conversations and saving correspondence to file
  • Process cheque, credit and debit card payments
  • Handle incoming calls from clients and answer the main switchboard number in a timely and polite manner, following data protection procedures, taking detailed messages where necessary and passing them to the appropriate team member.
  • Process Wills for storage, both incoming and outgoing including checking Wills for validity and reprinting invalid Wills
  • Assisting with general administration tasks, e.g. shredding, outgoing post, document scanning, photocopying, filing
  • Recording on client files LPA’s received, scan LPA’s to file, create photocopies of LPA’s and stamp with certify stamp for Will Drafters
  • Archive storage, retrieving and returning files to storage and creating new archive files when required
  • Processing changes of address, updating client’s files
  • Carry out any other reasonable administration tasks as required by management

 

Responsible To:                    

  • Office Manager

 


 

Qualifications, Skills and Knowledge

  • Competent IT skills
  • Ability to prioritize tasks and workload
  • Good organizational and record keeping skills
  • Ability to multi task
  • Good team player with the ability to use own initiative
  • Flexible, Adaptable and Conscientious
  • Keen eye for detail
  • Excellent written and oral communication skills

Working Hours

  • Monday – Friday 
  • 9am-5.30pm