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- Tasks: Support the Private Client team with probate and estate administration tasks.
- Company: Join a respected law firm in Chelmsford with a strong reputation.
- Benefits: Competitive salary, free parking, health cash plan, and career development.
- Other info: Inclusive environment encouraging diverse talent to apply.
- Why this job: Build specialist knowledge in probate while using your finance or legal admin skills.
- Qualifications: Experience in accounts or legal administration; attention to detail is key.
The predicted salary is between 35000 - 45000 £ per year.
Rutherford Briant are recruiting for a Probate Accounts Executive to join a well-established and highly regarded law firm based in Chelmsford. This is a great opportunity for someone with a background in legal accounts, finance administration, bookkeeping or legal administration who would like to develop their career within a specialist Private Client and Probate team. The role does not require you to be a qualified accountant or a qualified solicitor.
The firm are looking for someone who is confident working with figures, careful with detail and comfortable supporting the preparation of probate and estate accounts. You may currently be working as a Legal Cashier, Accounts Assistant, Finance Assistant, Bookkeeper, Legal Secretary, Probate Assistant or Private Client Administrator. What matters most is that you have the right mix of accuracy, organisation, client care and willingness to learn.
What you will do: As Probate Accounts Executive, you will support the Private Client team with probate and estate administration work. Your responsibilities will include:
- Preparing basic estate and probate accounts.
- Working with schedules, figures, estate information and supporting documentation.
- Assisting with inheritance tax and probate application forms.
- Supporting the preparation of probate applications, both online and paper based where required.
- Liaising with HMRC, HMCTS, clients, personal representatives and third parties.
- Assisting with the collection of estate assets and payment of liabilities.
- Supporting the team with estate distributions and related documentation.
- Drafting emails, letters and documents for clients and third parties.
- Keeping accurate records and helping ensure deadlines are met.
- Referring technical legal queries to senior members of the Private Client team where needed.
What you will need: The successful candidate will have:
- Previous experience in accounts, finance administration, bookkeeping, legal accounts or legal administration.
- Strong attention to detail and confidence working with figures.
- Good Excel and Word skills.
- The ability to organise information clearly and accurately.
- A careful, methodical and professional approach.
- Good communication skills when dealing with clients and third parties.
- An interest in probate, estate administration or private client work.
- Previous law firm experience would be helpful, but is not essential.
- Experience with legal accounts, estate accounts, probate administration, HMRC or HMCTS would be advantageous.
Why apply? This is an excellent opportunity to join a respected Chelmsford law firm with a strong Private Client team and an excellent reputation for client care. You will be joining a supportive team where you can build specialist knowledge in probate and estate administration, while using your existing accounts, finance or legal administration experience.
The firm offer:
- Salary of £35,000 - £45,000 depending on experience.
- Free parking.
- Life assurance.
- Income protection.
- Health cash plan.
- Employee assistance programme.
- Supportive team environment and long-term career development.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Probate Accounts Executive in Chelmsford employer: Rutherford Briant Recruitment
Contact Detail:
Rutherford Briant Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Probate Accounts Executive in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and finance sectors. Attend local events or webinars related to probate and estate administration. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of probate processes and estate accounts. Practice common interview questions and think about how your previous experience aligns with the role of a Probate Accounts Executive.
✨Tip Number 3
Showcase your attention to detail! During interviews, be ready to discuss specific examples where your organisational skills made a difference. This will highlight your fit for the meticulous nature of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Probate Accounts Executive in Chelmsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in legal accounts, finance administration, or bookkeeping. We want to see how your skills match the role of Probate Accounts Executive, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background makes you a great fit. We love seeing enthusiasm and a willingness to learn, so let that come through!
Show Off Your Attention to Detail: Since this role involves working with figures and preparing accounts, it’s crucial to demonstrate your attention to detail. Make sure your application is free from typos and errors – it’s a reflection of your work ethic!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Rutherford Briant Recruitment
✨Know Your Numbers
As a Probate Accounts Executive, you'll be working with figures daily. Brush up on your numerical skills and be prepared to discuss your experience with financial documentation. Practise explaining how you've handled accounts or bookkeeping tasks in the past.
✨Showcase Your Attention to Detail
This role requires a keen eye for detail. During the interview, highlight specific examples where your meticulousness made a difference, whether it was in preparing documents or ensuring accuracy in financial records. Consider bringing a sample of your work to demonstrate your skills.
✨Familiarise Yourself with Probate Processes
Understanding the basics of probate and estate administration will set you apart. Research common terms and processes related to probate applications and inheritance tax. Being able to discuss these topics confidently will show your genuine interest in the role.
✨Communicate Clearly and Professionally
Good communication is key in this position. Practise articulating your thoughts clearly, especially when discussing your previous roles. Be ready to explain how you've effectively liaised with clients or third parties in the past, as this will demonstrate your client care skills.