You will work in the Private Client team to provide professional, pro-active, high level secretarial support on a broad range of issues relating to estates and private property, tax and planning. You will work with an allocated fee earner or group of fee earners as well as supporting the wider fee earning team.
The team covers:
Will drafting
Succession planning
Tax efficient lifetime giving
Disputed Wills
Creation administration and termination of trusts
Advice to Trustees and Beneficiaries
Trust Taxation
Offshore trusts
Lasting Powers of Attorney
Administration of Estates
Accountabilities:
Technical ability
To produce and amend documents with speed and accuracy
To format, paginate, number and present documents in Birketts LLP house style
To proof read all work, checking for spelling and grammar
To be a user of key software packages and take responsibility for any training needs to improve relevant skills needed to meet the needs of the business
To proactively work with the fee earners to ensure relevant documentation is produced to meet clients' expectations and deadlines
Use of Isokon for the administration of estates would be a benefit
Administrative skills:
Manage diaries of allocated fee earners in Microsoft Outlook to include:
Familiarity with the creation and management of datarooms and file management processes
Making appointments
Arranging meetings/conferences
Sending and responding to invites
Process expense claims, payment requisition forms, returned advances
To process all forms including new client form, new matter form, money laundering form, training course booking forms etc.
To ensure that all electronic filing and paper based filing is up to date and maintained at regular intervals
To prepare narratives and bills and keep billing files up to date
To carry out photocopying and scanning as required
The candidate
You will have the ability to contribute at an operational level, with excellent communication skills and can demonstrate general skills in:
Strong administration experience
Positive, enthusiastic and professional approach
Strong attention to detail, high level organisational skills and reliable
Self-motivated with an ability to use own initiative with a desire to learn
A desire to share new processes to support the wider team
Working within the Legal sector
Skills
Strong typing speed of at least 50 wpm
Excellent spelling and punctuation
Excellent written and verbal communications
Ability to use discretion
Excellent IT skills, including Outlook, Word, PowerPoint and Excel
Positive and enthusiastic approach to team work
Good telephone manner
Adaptable and flexible
Self-motivated, ability to use initiative and provide pro-active support to fee-earners
Ability to pay attention to detail and check own work
Reliable and well organised
Ability to remain calm and work under pressure to meet strict deadlines
Commitment to ongoing learning and development
Job Type: Full-time
Work Location: In person
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