Job Description

About the Firm

Wall James Chappell is a modern specialist firm of solicitors offering a wealth of specialist expert knowledge to both corporate and individual clients not just locally but across the UK. The firm places importance on providing technically excellent advice with a practical and sensitive approach, working in partnership with its clients. Clients receive friendly and effective advice from a solicitor whom they can trust.

The Role

We are looking for an

experienced

Probate Legal Secretary/Assistant

to join our friendly, office-based legal team (c. 45 staff) in Stourbridge, West Midlands. You will be working within the Private Client department, and you will be tasked with a varied range of

secretarial and administrative job

s to ensure the smooth running of a busy department.

Responsibilities:

Providing secretarial and administrative support and assistance to Fee Earners. Sorting client's probate paperwork. Creating and updating estate accounts on

Excel

. Utilising the Firm's case management system to best effect. Attending meetings with or without a Fee Earner in or out of the office. Sending and receiving emails. Preparing letters, memos, documents and bills. Typing complex documents. Copy typing and digital audio typing. Filing. Maintaining diaries using the case management system. Making and taking telephone calls. Seeing clients when necessary and updating clients on estate progress. Dealing with client enquiries both new and existing. Booking house clearances, gardeners etc. Organising postal redirections, paying utility providers, arranging insurances. Attending deceased's home either with or without a Fee Earner to gather paperwork and items of value and meet with agents etc. Where there are no relatives, registering deaths and planning funerals. Registering Trusts with HMRC and uploading documents onto the Land Registry Portal. Covering for other secretaries as required. Updating Fee Earner timesheets Closing files and sending to archive/safe custody. Retrieving documents and files from archive/safe custody. Any other duties commensurate to your role that are reasonably asked of you by the Partners.

General Duties

Complying with the Firm's various policies and procedures, as set out in the office manual. Ensuring the confidentiality and security of all practice and client documentation and information. Ensuring that outstanding client care is given at all times.

Experience and Qualifications

Essential

Experience in a similar role for at least 2 years A good standard of English, both verbal and written Legal right to live and work in the UK A good standard of computer literacy and experience working with Microsoft Office A valid UK driving licence
Desirable

Experience using Credas, DocuSign and Partner for Windows software

Person Specification:

Super organised Friendly and helpful Flexible and able to prioritise a changing to do list Detail oriented and accurate Trustworthy, discreet and reliable Self-motivated Able to work in a team Calm under pressure
Job Types: Full-time, Permanent

Benefits:

Company events Company pension Free parking On-site parking
Schedule:

Monday to Friday
Experience:

legal administration: 2 years (required) Microsoft Office: 2 years (required)
Licence/Certification:

Driving Licence (required)
Work Location: In person