Succession administrator for Aviso Wealth responsible for managing estate regulations and documentation. Collaborate with teams to ensure compliance and handle complex client requests.
About the role
- Senior Records Administrator part of the Records team at Appleyard Lees. Focused on operational efficiency and effective service delivery with hybrid working arrangement.
Responsibilities
- Ensuring the internal deadline docketing system is consistently up to date, proactively flagging errors, and generating monthly completion deadline reports as required
- Dealing with incoming official correspondence, drafting reporting emails for various official communications as well as correspondence to local teams
- Running regular completion deadline reports, as well as checking expiry and case closure reports
- Supporting the organisation and maintenance of original document storage, including responding to team and client requests for document or grant certificate retrieval
- Assisting with the monitoring and processing of team inboxes, as well as assignment and recordal requests as needed
- Contributing to the creation, maintenance, and improvement of team process guides, and providing training and guidance to Records Administrators
- Collaborating closely with the Records Manager and Paralegal and providing cover for the Administrator role when needed
Requirements
- Proven experience within an Intellectual Property firm
- Exceptional attention to detail, with a diligent and self-motivated approach
- A fantastic communicator at all levels
- Strong IT Literacy, with database management knowledge
- Excellent organisational and prioritisation skills, with the ability to work well under pressure
- CIPA / CITMA qualification desirable, but not essential
- The ability to work well independently as well as within a team
Benefits
- 34 hour working week, Monday - Friday
- Agile working
- A supportive and friendly place to work and learn
- Annual salary review
- 25 days annual leave + bank holidays
- Holiday Purchase Scheme
- Salary Exchange
- Life assurance
- Healthcare Cash Plan & Wellbeing App
- Group Income Protection
- Long Service Milestones
- Social outings
- Vouchers on Christmas, Birthdays and Special Occasions
- Charity events
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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