Legal Assistant - Private Client

Legal Assistant/Secretary – Private Client
Location: Sutton Coldfield
Salary: Up to £25k
Hours: 9:00am – 5:15pm Monday – Friday (office based)
 
Our successful U.K established legal client are currently looking for an experienced Legal Assistant/Secretary to work within their Private Client department at their Walsall office. 

Responsibilities include:

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• Dealing with queries raised by clients, solicitors and other involved parties
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• Provide client updates and monitor matter progression
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• Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations
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• Supervised drafting of basic correspondence, forms and documents.
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• Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC
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• Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates and other associated legal documents.
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• Maintaining contact lists and calendars for fee earners
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• Monitoring deadlines, manage appointments and diaries
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• Searches and registering Wills with Certainty
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• Preparing and submitting bills, payments and receipts, liaising with the finance team
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• Preparing Estate Accounts on Excel
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• Handling overflow client telephone calls
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• Reception cover
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• Preparing and taking the banking and post
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• General administrative tasks
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• Other duties as required to ensure the efficient running of the office
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Requirements for this role include:

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• Preferably previous work experience as legal assistant/secretary
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• Satisfactory knowledge of day-to-day operations of a legal office
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• Advanced computer literacy (word, excel, outlook)
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• Working knowledge of case management software
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• Proficiency in English
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• Excellent administrative and organisational skills
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• Ability to juggle multiple activities and work under pressure
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• Attention to detail
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• Excellent communication skills
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