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- Tasks: Conduct genealogy research and manage your own caseload with comprehensive training.
- Company: Leading probate genealogy firm with a strong reputation for exceptional service.
- Benefits: Full training, career progression opportunities, and a supportive team environment.
- Other info: Join a dynamic team and grow your career in a rewarding field.
- Why this job: Make a genuine impact by helping locate missing beneficiaries and building trusted relationships.
- Qualifications: No prior experience needed; just a passion for research and communication skills.
The predicted salary is between 25000 - 32000 £ per year.
Established in 2001, Estate Research is a leading probate genealogy firm, specialising in locating missing beneficiaries for legal firms and the public sector. Through sustained organic growth, we have become one of the largest providers of our kind in the UK, with offices in Wigan and London. We are proud of our reputation for exceptional service and for creating long-term client partnerships with law firms. Our success is driven by knowledgeable, motivated people who enjoy building trusted relationships and making a genuine impact.
The Trainee Case Manager role is suited to individuals who may not have prior professional genealogy experience but are seeking a new and rewarding challenge. Comprehensive training will be provided to support your progression to a full Case Manager position within the Private Client team where you will manage your own caseload, conduct research to locate missing beneficiaries and produce reports for the instructing legal firms.
What You’ll Be Doing:
- Genealogy research in accordance with the training provided and the client’s instructions, using all authorised resources including external research from approved databases.
- Recording research findings with neat, clear handwriting in the correct format.
- Ordering birth, death, and marriage certificates as well as other relevant reference documents for research purposes.
- Making and receiving calls to confirm research or rule out leads.
- Ensuring the in-house Case Management system is kept up to date with case progression.
- Answer all correspondence via phone, email, or letter from clients.
Trainee Private Client Case Manager employer: Estate Research
Contact Detail:
Estate Research Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Private Client Case Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. Be ready to discuss how your skills align with their mission of providing exceptional service and building long-term client partnerships.
✨Tip Number 3
Practice your communication skills! Since you'll be making and receiving calls, being clear and confident is key. Try mock interviews with friends or family to get comfortable with discussing your experiences.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Estate Research.
We think you need these skills to ace Trainee Private Client Case Manager
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We want to see that you're excited about the opportunity to join our team and make a difference in the world of genealogy.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Trainee Case Manager role. We love seeing candidates who take the time to connect their background with what we do at Estate Research.
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Remember, neatness counts, so pay attention to your formatting and spelling!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Estate Research
✨Know Your Stuff
Before the interview, make sure you understand the basics of genealogy and the role of a Case Manager. Familiarise yourself with Estate Research's mission and values, as well as the types of cases they handle. This will show your genuine interest in the position and help you answer questions more confidently.
✨Practice Makes Perfect
Rehearse common interview questions related to client management and research skills. Think about how you would handle specific scenarios, like dealing with difficult clients or managing multiple cases. Practising your responses will help you articulate your thoughts clearly during the interview.
✨Show Your Communication Skills
Since the role involves a lot of correspondence, be prepared to demonstrate your communication skills. You might be asked to explain how you would approach a client or present your research findings. Use clear, concise language and be ready to showcase your ability to build relationships.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, training process, and what success looks like in the Trainee Case Manager role. This not only shows your enthusiasm but also helps you determine if the company is the right fit for you.