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10 days ago
Exordium Recruitment
Salary: £24000
Location: Yorkshire, South Yorkshire, Sheffield
Job type: Permanent
Job sector: Private Practice
Experience: Any or N/A
Contact: Recruitment
Sector: Real Estate
Category: Caseworker Jobs, Legal Assistant Jobs, Paralegal Jobs
Trust Case Manager

Our client, based in Sheffield is looking for a trust case manager to join a small yet
collaborative team which is part of the wider and growing estate planning team in
Sheffield.

This is an opportunity for you to make each and every clients experience a great
one, in a business which puts people at the heart of its strategy. We will offer you the
opportunity to develop too, supporting you with your STEP qualification if this is
something you are passionate about.

As a trust case manager you'll be forming life time trusts for clients, taking instruction
from associates out in the field. You'll typically have an average case load of 80
cases, of which you'll manage in an agreed and monitored time frame compliantly
dealing with clients over the phone, email and letter. You'll be working in an
alternative business structure, different from a private practice environment.

What you'll do
 Form life time trusts for clients
 Draft trust deeds and land registry transfer forms as well as checking property
titles through the land registry
 Liaise with internal teams on property transactions
 Work on a case load of approximately 80 cases coming from associates out in
the field, with a maximum duration of 3 months until completion
 Ensure cases are 100% compliant
To be successful with us you'll need to have a law degree or your STEP qualification
and some relevant work experience in trusts already. You'll have a strong attention
to detail and you'll be a confident communicator, with the ability to build positive
relationships across the business.

We'd love to talk to you if:
 You've a law degree or you're STEP qualified
 You have worked in trusts before
 You're an organised individual with the ability to prioritise in a fast paced and
busy environment 

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