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I am recruitment on behalf of a company that specialise in Wills, Probate Administration and lasting Power of Attorney. They have been in Practice for 27 years.
Job purposeThey are seeking a dedicated Legal Assistance to join the team in providing administrative support to the legal professionals. The ideal candidate will assist in maintaining an efficient and organised office environment, ensuring the smooth running of the operations. In ensuring the delivery of the excellent customer and clients services.
Main Responsible For
- Opening files, raising bills, filing and general clerical work including minute taking at departmental meetings
- Drafting Last Will and Testaments.
- Meeting with clients and taking instructions
- Signing and witnessing Legal documentsProducing court bundles and collating documents to go to Counsel/Experts
- Proficient use of Word and other Microsoft IT packages
- Dealing with enquiries from clients both in person and by phoneLiaising with the Accounts Department over billing queriesAble to work on your own initiative
- Strong team player
- Working to high standardsProficiency in Microsoft Office Providing a full typing service, note taking
- Data entry skills
- Prepare, package, and send wills via tracked 24-hour delivery.
- Lasting Power of Attorney (LPA): Process and send LPA documents, ensuring proper packaging, guidance, and tracking in CRM.
- Open case files, draft initial letters, and upload documents.
- Support compliance checks and update case records in CRM.
- Assist with cheque processing, billing, and financial admin.
- Handle all incoming and outgoing email. Managing all incoming emails, ensuring the responses in a timely manner.
- Manage and log customer correspondence, including ID verification and deceased client matters.
- Assist the team with various business operations.
- To generate and send out invoices.
- To accurately and contemporaneously record your time spent on a matter using the manual or electronic case management system.
- Ability to read, understand and analyse legal documents and conduct research to completion required, to monitor and task tracker in a timely manner
PERSON SPECIFICATION
Skills and special aptitudes
- You can handle high-volume workloads while maintaining exceptional attention to detail.
- Proven experience as a Legal assistant or similar role.
- Excellent customer service skills and experience
- Ability to analyse legal documents and conduct research
- Excellent verbal and written communication skills to manage correspondence and keep customers informed, with the ability to simplify complex legal language.
- Flexible - you may need to extend beyond typical job duties, especially during peak times during campaigns
- Strong organisational skills and time management
- Strong attention to detail - ability to identify potential errors (e.g., typos in names) and take corrective action.
- Commitment to client confidentiality and data protection.
- Ability to multitask and prioritise in a fast-paced environment.
