Trainee Case Manager, Office Based, Wigan

Buy Local Sundridge Ltd; Wigan; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is seeking a Trainee Case Manager to join their growing team in Wigan. This exciting role offers comprehensive training and the opportunity to develop skills in genealogy research, case management, and client communication. As a Trainee, you will work closely with a team leader to gain knowledge of relevant legislation and research techniques, while managing your own workload and deadlines. If you are organized, proactive, and eager to learn, this is a fantastic opportunity to kickstart your career in a dynamic and supportive environment, contributing to meaningful work in the genealogical field.

Qualifications

• Degree educated with 2-3 years of post-graduate work experience.
• Strong communication skills and organizational abilities.

Responsibilities

• Conduct genealogy research following training and client instructions.
• Maintain the in-house Case Management system and prepare reports.

Skills

Communication Skills

Organizational Skills

Research Techniques

Problem Solving

Education

Degree

Tools

Microsoft Systems

Job description

Trainee Case Manager required to work for a fast growing company based in Wigan, Greater Manchester. This is an office based role.

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 Trainee Case Manager.

Day to day tasks:

1. You will receive full training and will be working toward taking on a full Case Manager’s case load.
2. You will be working with a team leader to broaden your knowledge of the relevant legislation, research techniques and work strategies to be able to become a full Case Manager.
3. You will research genealogy in accordance with the training provided and the client’s instructions, using all authorised resources including external research from approved databases.
4. You will record research findings with neat, clear handwriting in the correct format.
5. You will order birth, death, and marriage certificates as well as other relevant reference documents for research purposes.
6. You will take/make calls to confirm research or rule out leads.
7. You will ensure the in-house Case Management system is kept up to date with case progression.
8. You will prepare interim and final reports, including the family tree, letters, family history reports and mailing lists.
9. You will work to deadlines prioritising workload accordingly.

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.

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