Job Description

Key Duties:

Applicant needs to be Leicester based

Drafting simple letters and emails. Opening and closing and archiving client files. Ensuring documents and e-filing are stored correctly. Handling enquiries Monitoring and managing email traffic. Drafting and taking instructions on a variety of Wills and associated estate planning documents Draft correspondence and documents ensuing they are accurate and meet our customer's requirements To prepare mail and enclosures for dispatch and to be responsible for ensuring that all outgoing post is correctly addressed and delivered to reception in time for dispatch. Answer incoming calls / Good telephone manner Receiving incoming calls and email enquiries

Roles & Responsibilities

Drafting and taking instructions on a variety of Wills and associated estate planning documents managing incoming cases Communicate with clients over the phone, progressing each case through to completion, ensuring all documentation is legally accurate and professionally written Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met.

The Candidate:

This lovely well-established Wills company is looking to expand its highly reputable Wills/Administration department. The role can be working from home but will require attending the Leicester once or twice a month. The ideal candidate will have 2 or more years of experience drafting numerous types of Wills and powers of attorney documents. If you have experience dealing with probate matters, that will also be considered but isn't essential.

Previous experience of working within a legal environment, however if you have good experience of working within a busy PA/secretarial role and have a genuine interest in working within the legal sector, we would very much like to hear from you. Ability to prioritise your own workload, work closely to deadlines, exceptionally organised and pro-active and flexible 'can-do' attitude. Proficient with Microsoft packages, including Excel and PowerPoint and be comfortable with learning new databases and other software packages.
Job Types: Full-time, Permanent

Pay: 25,500.00-27,000.00 per year

Benefits:

Company pension Work from home
Work Location: In person

Reference ID: Will & Estate Planning Administration