Job Description

PURPOSE

Working semi-independently to handle the day-to-day aspects of our trust, deputyship and attorneyship files and to assist with the progression of probate, will and LPA files as needed.

KEY RESPONSIBILITIES

Progress matters as appropriate, transcribing dictation, preparing post for signature and accompanying fee earner to appointments when appropriate

Take calls and make appointments for fee earners

Liaise with clients and third parties

Manage day-to-day document handling, including opening files, filing and attaching emails electronically to SOS

Responsible for key areas to include:

-Basic probate (typically UK domicile and UK assets)

-LPAs between Wells & Street offices

Trust administration to include:

-Trust register

-Running of trusts and private clients (paying care fees, dealing with bank accounts, investments, reconciling annual tax returns via accountants)

Support and assist fee earners

Ensure service level agreements are met via case management system

Prepare invoices and arrange payment to third-parties and payment of legacies to beneficiaries

SKILLS & EXPERIENCE

Excellent typing and transcribing skills using dictation.

Attention to detail.

Able to prioritise a busy workload.

Experience within a legal environment an advantage.

NOTE:

Must have the permanent right the live and work in the UK. This is not a role that will lead to a Training Contract.

Job Types: Full-time, Permanent

Pay: 26,520.00-27,780.00 per year

Additional pay:

Performance bonus
Benefits:

Additional leave Bereavement leave Company events Company pension Enhanced maternity leave Enhanced paternity leave Free flu jabs Health & wellbeing programme Life insurance Profit sharing Referral programme Sick pay
Schedule:

Monday to Friday No weekends
Work Location: In person