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- Tasks: Create and edit important documents like wills and trusts using specialist software.
- Company: Join a supportive team at Legacy Matters, focused on making a difference.
- Benefits: Flexible hours, part-time or full-time options, and a chance to work from home.
- Why this job: Make an impact by helping clients with essential legacy planning documents.
- Qualifications: Strong written English skills and experience with document creation software required.
- Other info: Collaborative environment with opportunities for personal and professional growth.
The predicted salary is between 24000 - 36000 £ per year.
The Customer Services Team Member (Document Specialist) will be responsible for the creation and editing of legacy and estate related documents, including (but not limited to) wills, trusts, Lasting Power of Attorney documents, and letters to executors and attorneys.
The CSTM will use specialist software to create these documents but use their own strong written English and formatting skills to proofread and amend the documents as necessary. They will revise and edit draft documents in accordance with client feedback and manage the document review and approval process. This role will also include records management and maintenance duties for our client database. They will have to interpret, clarify, and follow document creation instructions provided to them by other staff members, particularly the Legacy Planning Consultant.
Duties and Responsibilities
- Using specialist industry software (WillWriterPro) to create estate and legacy documents.
- Using templates to write and send letters to clients, executors, and attorneys.
- Proofreading and amending draft documents.
- Receiving, compartmentalising, clarifying, and undertaking written and verbal instructions.
- Maintaining the data clarity and integrity of client data in our records management system (Keap).
- Co-ordinating multiple concurrent workloads, involving internal and external stakeholders.
- Collaborating with other members of the Legacy Matters office team.
- Maintaining regular channels of communication between the office team and clients, and between office and remote Legacy Matters workers.
- Extract and analyse client and sales data at regular intervals, for the purposes of company review and reflection.
- Workload management, both for independent work and work in a small team.
- Methodical and structured approach to document and data processing.
- Creating documents to review and suggest improvements on current company procedure.
- Other duties as reasonably directed by supervisor.
Qualifications
- Strong written English and formatting skills.
- Experience using specialist software to create estate and legacy documents (e.g., WillWriterPro).
- Experience with records management and maintaining client data in a database system (e.g., Keap).
- Ability to interpret, clarify, and follow document creation instructions from team members (e.g., Legacy Planning Consultant).
- Ability to coordinate multiple concurrent workloads and work with internal and external stakeholders.
- Methodical, detail-oriented, and structured approach to document and data processing.
Customer Services Team Member (Document Specialist) employer: Legacy Matters | Wills Trusts & Estates Planning Cambridge
Contact Detail:
Legacy Matters | Wills Trusts & Estates Planning Cambridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Services Team Member (Document Specialist)
✨Tip Number 1
Get to know the company before your interview! Research their values, mission, and recent projects. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills, especially in document creation and client communication, align with what they’re looking for.
✨Tip Number 3
Don’t forget to ask questions during your interview! It shows you're engaged and helps you figure out if the role is right for you. Ask about the team dynamics or how they use software like WillWriterPro in their daily tasks.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your enthusiasm and fit for the Customer Services Team Member role.
We think you need these skills to ace Customer Services Team Member (Document Specialist)
Some tips for your application 🫡
Show Off Your Writing Skills: Since this role is all about creating and editing documents, make sure your application showcases your strong written English skills. Use clear and concise language, and don’t forget to proofread your own application – it’s a great way to demonstrate your attention to detail!
Tailor Your Application: Take a moment to read through the job description and tailor your application accordingly. Highlight any relevant experience you have with document creation or using specialist software like WillWriterPro. We love seeing how your background fits with what we do!
Be Clear About Your Availability: Since the role offers flexible hours, be upfront about your availability in your application. Let us know if you’re looking for part-time or full-time work and what hours suit you best. This helps us find the perfect fit for both you and our team!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you get all the latest updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Legacy Matters | Wills Trusts & Estates Planning Cambridge
✨Know Your Documents
Familiarise yourself with the types of documents you'll be working on, like wills and trusts. Brush up on your understanding of estate planning terminology and processes, as this will show your potential employer that you're serious about the role.
✨Showcase Your Software Skills
If you have experience with WillWriterPro or similar software, make sure to mention it! If not, consider doing a bit of research or even a quick tutorial to get a basic understanding. Being able to discuss how you would use such tools in your work can really impress.
✨Demonstrate Attention to Detail
Since the role involves proofreading and amending documents, be prepared to discuss how you ensure accuracy in your work. Bring examples of how you've managed details in past roles, and maybe even share a time when your attention to detail made a difference.
✨Prepare for Teamwork Questions
This position requires collaboration with various stakeholders. Think of examples from your past experiences where you successfully worked in a team, especially in a remote or hybrid setting. Highlight your communication skills and how you keep everyone in the loop.
