Probate Operations Associate (Hybrid)

Dignity Group; Maidenhead; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Hybrid working (3 days in Maidenhead)

Salary up to £30,000

25 days holiday + bank holidays

Life Assurance

Pension Scheme

Career progression

Meaningful contribution

Job summary

Dignity Group's Dignity Legal Services is seeking an entry‑level probate administrative assistant in Maidenhead. This full‑time, permanent position offers hybrid work (3 days in the office) and essential processing support for probate case management, enabling case managers to focus on core legal work.

You will handle data entry, post and inbox tasks, KYC/AML checks, and routine financial administration with a strong emphasis on accuracy and disciplined processes.

Qualifications

• Prior experience in high-volume administrative or data-processing roles is advantageous.
• Educated to GCSE level – Maths and English or equivalent.
• Basic data entry skills; ability to learn case management systems quickly.
• Familiarity with MS Word, Excel and Outlook.
• Strong attention to detail and ability to follow structured procedures.

Responsibilities

• Post & Inbox Management: process inbound physical post and manage shared inboxes.
• Data Entry & System Setup: accurately enter case information across core systems.
• Compliance Checks: perform initial KYC/AML/K16 searches ahead of fund releases.
• File Closure & Financial Admin: process bill payments and closure documentation.
• General Administrative Support: assist case handlers and managers with routine requests.

Skills

Organised

Attention to detail

Written communication

Adaptable

Education

GCSE Maths and English or equivalent

Tools

Oracle

Backstage

Exizent

MS Word

Excel

Outlook

Job description

Dignity Group's Dignity Legal Services is seeking an entry‑level probate administrative assistant in Maidenhead. This full‑time, permanent position offers hybrid work (3 days in the office) and essential processing support for probate case management, enabling case managers to focus on core legal work.

You will handle data entry, post and inbox tasks, KYC/AML checks, and routine financial administration with a strong emphasis on accuracy and disciplined processes.