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Support probate case managers by handling inbound/outbound calls, preparing correspondence and legal forms, maintaining accurate confidential records, producing documents, managing diaries, and helping cases run smoothly while providing compassionate, clear support to bereaved customers.

Manage a varied probate caseload including grant-only and estate administration, act as key client contact, support wills, trusts and IHT work, develop scalable legal processes, collaborate cross-functionally, and contribute to ad hoc projects in a fast-growing, tech-enabled legal team.

Implement and run operational systems for Customer and Bookings teams: build tracking, dashboards and reporting; optimise processes to improve efficiency, productivity and KPIs; partner with frontline and leadership to drive commercial and customer-experience outcomes.

Provide high-level administrative support to the Founder: manage calendar and emails, handle payroll/invoices/expenses, organise events and office operations, lead culture and team-building activities, and execute ad hoc projects in a fast-paced startup environment.

Support preparation and review of wills, LPAs and estate planning documents; assist with registrations, client queries, compliance checks and administrative tasks while learning estate planning, regulations and best practices under senior legal mentorship.

Lead end-to-end recruitment for high-volume and high-impact roles, partner with hiring managers, proactively source candidates, embed AI and automation across the hiring funnel, maintain ATS data (Greenhouse), coach hiring managers on structured interviewing, report on hiring metrics, support onboarding, and represent employer brand at events.

Own day-to-day IT operations including user support, onboarding/offboarding, device and account provisioning, Google Workspace administration, Apple device management via MDM, security and compliance, vendor management, documentation, automation (including AI tools), and building self-service IT tooling.

Serve as the first point of contact for bereaved customers, guiding them through probate and estate administration with empathy. Lead consultations, recommend appropriate services, manage the end-to-end customer journey, maintain confidential records, meet sales and satisfaction targets, and collaborate to improve processes.

Seeking a Private Client Solicitor to draft wills, provide IHT guidance, and advise on trusts. Requires 3+ years PQE and strong communication skills.

Lead and launch the founding Customer Success team, design processes and rotas, own team performance and KPIs, coach and develop advisors, hire and scale the team, and collaborate with Product and Tech to shape and launch the CRM and AI-enabled tooling.