Technical skills
Role signals
About this role
- Dealing with queries raised by clients, solicitors and other involved parties
- Provide client updates and monitor matter progression
- Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations
- Supervised drafting of basic correspondence, forms and documents.
- Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC
· Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates and other associated legal documents.
- Maintaining contact lists and calendars for fee earners
- Monitoring deadlines, manage appointments and diaries
- Searches and registering Wills with Certainty
- Preparing and submitting bills, payments and receipts, liaising with the finance team
- Preparing Estate Accounts on Excel
- Handling overflow client telephone calls
- Reception cover
- Preparing and taking the banking and post
- General administrative tasks
- Other duties as required to ensure the efficient running of the office
Requirements
- Preferably previous work experience as legal assistant/secretary
- Satisfactory knowledge of day-to-day operations of a legal office
- Advanced computer literacy (word, excel, outlook)
- Working knowledge of case management software
- Proficiency in English
- Excellent administrative and organisational skills
- Ability to juggle multiple activities and work under pressure
- Attention to detail
- Excellent communication skills
Benefits
Pension – The Peoples Partnership, 3% employer and 5% employee contribution which can be increased. Auto enrolled after 3 months but can join sooner if you wish.
26 days holiday plus bank holidays.
Christmas week closure.
Holiday purchase scheme – Purchase 3 extra days per year. (Reviewed annually)
Bonus holiday scheme (up to 12 additional days leave a year, for each monthly income target achieved).
Annual bonus related to achievement of fee income targets. ( Fee earner only)
Hybrid working after successful probation period of 3 months. ( Fee earner only)
Online training courses.
Cycle to work scheme.
Monthly fun events with prizes.
Medicash Scheme and EAP (enrolled after a 3 month probation period)