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About the Role

We are seeking a passionate Probate Specialist to bring our probate operations in-house, manage high-volume caseloads, and navigate straightforward and complex estates. This role offers an exciting opportunity to make a significant impact and drive our probate processes forward.

Responsibilities

• Work cross-functionally between Octopus Legacy and Octopus Legal Services.
• Manage probate caseloads from opening to closing, ensuring adherence to deadlines and legal requirements.
• Serve as the primary point of contact for clients, providing updates and addressing concerns.
• Consistently deliver excellent service and ensure case progression.
• Prepare and review legal documents, ensuring accuracy and compliance.
• Identify and resolve complex legal issues.
• Perform administrative tasks related to probate administration, including maintaining case files and managing correspondence.
• Collaborate with team members to streamline processes and achieve optimal client outcomes.
• Contribute to the expansion and refinement of existing processes, including developing templates and training resources.
• Undertake ad-hoc projects as required by management.

Requirements

• 3+ years of experience in estate and trust administration, with a focus on probate processes.
• Ability to handle a diverse caseload independently, ranging from simple to complex estates.
• Proven versatility and resilience, particularly in startup and volume-based environments.
• Capacity to thrive under pressure and effectively manage competing demands.
• Flexibility to adapt to evolving business needs and operational requirements.
• Self-starter and proactive approach.

Location

• London, Holborn

Work Type

• Hybrid
• Remote

Experience Level

• 3+ years

Education Level

• Law degree (preferred)

Benefits

• Flexible working: 3 days in the office, up to 2 days remote per week.
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your Birthday.
• Enhanced parental leave.
• Life insurance.
• Health insurance.
• Will & LPAs.
• Octopus share incentive scheme.
• Cycle to Work Scheme.
• Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: company matches charitable fundraising up to £500.
• Octopus Springboard: support for employees to become entrepreneurs.

About the Company

• Octopus Legacy is dedicated to helping people plan for death and find support after loss, transforming cold processes into human experiences.
• Founded by Sam after his mum died suddenly, the company is driven by individuals affected by death, understanding the impact of good planning.
• The company envisions a world where death is discussed openly, and the true meaning of legacy is explored.
• Octopus Legacy aims to make this vision a reality.

Equal Opportunity

• Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal-opportunity employer.