Assistant Case Manager
Working Hours: Full-time - 10am-6pm or 9am-5pm (depending on business needs)
Location: 19 High Street, Calne, Wiltshire SN11 0BS (office-based)
About us
Family Wise is a rapidly growing probate research and genealogy firm based in Calne, Wiltshire. We're a close-knit team who thrive on open communication, working at pace and transparency. This role involves detailed research, logical problem-solving, and helping families navigate complex estate matters. If you love following processes, working with data, and getting stuck into meaningful research that makes a real difference, this could be the role for you. We value precision, independence, and people who can think laterally when the research or the task at hand gets tricky.
Job Overview
The Assistant Case Manager role is vitally important to the business. They are responsible primarily for ensuring that we correctly administrate the estates we deal with, and as such are required to have strong research and management skills. They are also our primary liaison with both clients and our own research team. They must be willing to be part of a close-knit and vibrant team, whilst also being able to work independently and manage their own workflow as well as that of others.
Duties
- Managing the daily allocation of case work and coordinating work across the research team
- Conducting high quality genealogical and probate research, recording findings in precise case notes
- Tracing individuals as part of family units, working both forwards and backwards through history
- Liaising with beneficiaries, solicitors, and organisations in a sensitive, timely and straightforward manner
- Supporting estate administration processes and identifying necessary steps to progress cases
- Preparing letters and documentation, and effectively managing incoming and outgoing communications
- Using our CRM system to maintain accurate records and case status updates
- Managing incoming notes from sub-contractors and issuing quarterly updates
Essential Skills & Experience
- Comfortable working both independently and as part of a team
- Problem-solving skills and the ability to think laterally when research hits a wall
- Ability to follow logical processes while staying adaptable when needed
- Comfortable in a customer-facing environment, dealing with sensitive situations
- Ability to produce accurate work under pressure
- Ability to work in a loud open office
- Ability to multi-task and manage changing priorities
- Significant experience tracing individuals through historical records
- Previous experience in a public-facing role
- Strong problem-solving ability and the confidence to think independently
- Naturally analytical and able to identify patterns, inconsistencies, and next steps
- Able to use initiative and make sound decisions in a fast-paced environment
What We Offer
- Benefits and rewards programme
- Staff Appreciation Schemes
- Career Development and Progression Opportunities
How to Apply
Please submit a CV and cover letter explaining your interest and any relevant experience. Please send this to our HR Director via email to [email protected]
Applications without a cover letter will not be considered. Please ensure you include details of your previous genealogy and research experience.
Shortlisted applicants may be asked to complete a practical assignment designed to assess:
- Genealogical and probate research ability
- Attention to detail and accuracy
- Written communication skills
- Logical problem-solving and analytical thinking
- Ability to follow instructions and present findings clearly
The assignment will reflect the type of work carried out within the role and will form part of the interview and selection process.
Pay: £26,000.00-£28,000.00 per year
Ability to commute/relocate:
- Calne SN11 0BS: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person
