Team Assistant within Estate Research, Office Based

Buy Local Sundridge Ltd; Wigan; On-site; GBP 29,000; Full time

Job summary

An established industry player is seeking a proactive Team Assistant to support their Estate Research team in Wigan. This role involves managing communications, updating case files, and producing essential reports for case managers. The ideal candidate will be degree-educated with strong organizational and communication skills, able to thrive in a busy office environment. With a focus on teamwork and problem-solving, you will contribute to a growing company known for its dedication to locating missing beneficiaries. Enjoy a competitive salary and a supportive workplace with generous employee benefits, including private healthcare and enhanced leave options.

Benefits

Private Healthcare

Pension Scheme

Enhanced Sick Pay

Complimentary Leave Days

Annual Bonus

Free Will Writing Service

Free Eye Test

Additional Leave for Service

Qualifications

• Degree educated with 2-3 years experience in a professional office.
• Strong communication and organizational skills are essential.

Responsibilities

• Manage calls, update cases, and order certificates.
• Produce digital reports and ensure database accuracy.

Skills

Organizational Skills

Communication Skills

Problem Solving

Geographical Knowledge of UK

Time Management

Education

Degree

Tools

Salesforce

Microsoft Systems

FlipSnack

Job description

Team Assistant within Estate Research required to work for a fast growing company in Wigan, Greater Manchester. Established in 2001, our client works with both private clients and the public sector to locate missing Next of Kin and beneficiaries to an estate. They are now one of the country's largest genealogists/heir hunter firms and due to substantial organic growth, are looking to recruit a Team Assistant.

Day To Day Tasks

1. Taking & forwarding calls (or taking messages).
2. Creating and updating cases on the company case management system.
3. Ordering certificates from GRO or local register.
4. Completing divorces, probate and certainty will searches (including making payments & tracking).
5. Updating Solicitors/Councils on case progression.

Producing Correspondence For The Case Managers

1. Certification mapping as & when requested.
2. Ordering certificates as & when requested.
3. Produce digital trees, mailing list, & family history report.
4. Send approach letters & agreement as & when requested.
5. Creating digital reports to be sent to clients, using FlipSnack software.

Data cleanse all systems to ensure an accurate database is up to date at all times for Marketing purposes.
To undertake any ad hoc duties for the MD, Heads of Department, or the Marketing team.
Research and retrieve data from a number of external sources, using findings to input and cleanse data using Salesforce and internal CRM system.

General Admin tasks

Including dealing with post and filing.

The Ideal Candidate Will Have/be

1. Degree educated with a minimum of 2-3 years post graduate work experience within a professional office environment.
2. Ultra-organised and possess strong communication skills including a good telephone manner.
3. An excellent grasp of English language and neat, clear handwriting.
4. Geographical knowledge of towns, cities and counties in the UK.
5. Basic knowledge of Microsoft systems.
6. Able to manage large workloads working to tight deadlines.
7. An exemplary sickness & punctuality record.
8. A proven team player.
9. Able to work as part of a team and also independently.
10. Proactive in problem solving but know when to ask for help, not being afraid to ask for advice in a busy office environment.

Employee Benefits

Pay & Rewards:

Basic £28,500
4 day working week option - 36 hours per week

• Standard 25 days plus statutory bank holidays
• Additional leave days for loyal service (1 day per year at 5+, 10+, and 15+ years service)
• Complimentary leave days to support employee wellbeing after one year of employment
• Annual discretionary bonus based on personal and departmental performance paid every December
• Access to private healthcare that includes cashback on everyday health treatments, including optical, dental, and personal therapies
• Contributory pension scheme 5% employer contribution plus 5% employee contribution
• Enhanced sick pay
• Enhanced maternity and paternity leave
• Free Will writing service plus mirror will for partner/spouse provided by a specialist solicitor
• Free eye test with a £50 contribution towards glasses/contacts needed for DSE work

This is a great opportunity and salary is dependent upon experience. Apply now for more details.