Job Description

We are looking for a Wills and Probate Paralegal/Legal Assistant/Secretary to assist us in providing the best estate administration and additional services to our clients.

The Wills and Probate Paralegal/Legal Assistant role is a varied in supporting the estate administration and probate process.

Due to the nature of the work being carried out, it is a requirement that this role will be shared between our offices in St Helens, Prescot and Rainhill.

Skills:

Communication and relationship building skills. Excellent attention to detail. A positive approach to achieving targets. Able to manage time effectively whilst maintaining accurate and high-quality work. Able to work effectively as part of a team. Adaptable to change in line with business needs. Demonstrable experience of producing highly detailed and accurate work Experience in managing multiple tasks and prioritising deadlines Proven ability to communicate both verbally and in writing. Previous experience within estate administration or probate. Experience of working within an office environment. Providing comprehensive secretarial and administrative support to the Private Client team Typing and formatting legal documents, including wills, LPAs, and probate paperwork Handling incoming and outgoing correspondence Managing diaries, arranging meetings, and booking appointments Opening, closing and archiving files in line with firm procedures Liaising with clients and third parties in a professional and courteous manner Assisting with billing processes and maintaining accurate file records

Role

Carrying out full estate checklists and supporting with overviews Answering income calls from third parties and beneficiaries Dealing with post, updating the system and logging appropriate work Drafting, printing letters and dealing with dictation. Check and review all required documents for each estate Conduct Bankruptcy, Will Search, Land Registry and Money Laundering checks as well as arranging Property Valuations Chasing third parties for information relating to existing cases Paying debts and expenses on estates, including the funeral Obtaining income tax information Dealing with enquiries from the Department of Work and Pensions Closing Files when the Estate Administration is complete Dealing with queries on closed cases Previous experience working as a legal secretary within private client law Proficiency in Microsoft Office and legal case management systems Excellent organisational skills and attention to detail A proactive, flexible approach and the ability to work as part of a team
35 hours per week, Permanent

Working Monday to Friday 9am to 5pm with lunch break

Starting Salary

- negotiable depending on experience

Experience:

3 years (required)
Work Location: In person

Reference ID: Wills and Probate Legal Assistant

Job Types: Full-time, Permanent

Experience:

Legal Secretary: 3 years (required)
Work Location: In person