Case Administrator

Reporting to

Wills Admin Manager

Job Purpose

To assist the Legal Advisors in the administration our clients legal documents whilst delivering a 5* customer service experience.

Main Duties and Responsibilities

  • Delivering outstanding customer service at all times
  • Working with the rest of the business to deliver its core purpose and cultural values
  • Providing administration support for their assigned legal advisors
  • Organising and attending signing meetings for the legal advisors
  • Dealing with incoming and outgoing calls
  • Opening files and preparing work including drafting of Wills and Lasting Power of Attorney
  • Filing and photocopying
  • Daily management of files
  • Daily maintenance of printers and franking machine
  • Ensuring outgoing post has been franked and is ready for collection
  • To drive the customer journey to ensure team targets are met
  • Ensuring files are turned around in line with company timeframes.

Key Competencies

  • Good use of Microsoft word & Excel
  • Confident and natural communicator
  • Professional presentation
  • Motivated
  • Excellent attention to detail
  • Building effective relationships over the phone and in person with clients and colleagues
  • Excellent organisation
  • Ability to use case management systems
  • Fully aware of the RightWill process

Other important information

Role is full-time, Monday to Friday 9-5pm.


Salary to be discussed at interview stage.