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- Tasks: Create and edit legacy documents using specialist software.
- Company: Leading estate planning firm with a client-focused approach.
- Benefits: Flexible hours, hybrid working, and a supportive team environment.
- Why this job: Make a difference in clients' lives while developing your skills.
- Qualifications: Strong written English skills and experience in records management.
- Other info: Part-time or full-time options available for work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
A leading estate planning firm is looking for a Customer Services Team Member (Document Specialist) based in the UK. This role involves creating and editing legacy-related documents using specialist software and requires strong written English skills. The position offers flexibility with part-time or full-time hours and enables hybrid working. Ideal candidates will demonstrate experience with records management and excellent communication skills. Join us to contribute to our client-focused services.
Hybrid Document Specialist – Estate & Legacy Services 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 Hybrid Document Specialist – Estate & Legacy Services
✨Tip Number 1
Network like a pro! Reach out to people in the estate planning field, join relevant groups on social media, and attend local events. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! If you’ve got experience with records management or document creation, make sure to highlight that in conversations. Bring examples of your work if you can – it’ll set you apart from the crowd.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on articulating your experience clearly and confidently, especially around your written English skills.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals to join our team. Keep an eye on our listings and get your application in – we’d love to see what you can bring to the table!
We think you need these skills to ace Hybrid Document Specialist – Estate & Legacy Services
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 to demonstrate your ability to communicate effectively.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to highlight your experience with records management and any relevant software you've used. We want to see how you fit into our team!
Be Clear About Your Availability: Whether you're looking for part-time or full-time hours, let us know in your application. Being upfront about your availability helps us understand how you can contribute to our flexible working environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Legacy Matters | Wills Trusts & Estates Planning Cambridge
✨Know Your Documents
Familiarise yourself with the types of legacy-related documents you'll be working on. Brush up on your knowledge of estate planning terminology and processes, as this will show your potential employer that you're serious about the role.
✨Showcase Your Communication Skills
Since strong written English skills are crucial for this position, prepare to demonstrate your ability to communicate clearly and effectively. Bring examples of your previous work or even practice writing a short document to showcase your skills during the interview.
✨Highlight Your Experience with Records Management
Be ready to discuss your experience in records management. Think of specific examples where you've successfully organised or managed documents, as this will help illustrate your capability to handle the responsibilities of the role.
✨Emphasise Flexibility and Teamwork
This role offers hybrid working, so be prepared to discuss how you manage your time and collaborate with a team remotely. Share examples of how you've successfully worked in flexible environments and contributed to team goals.
