Job Description

Overview

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 office based , possible Hybrid days after probation depending on the business needs .

Working

37.5 hours per week, Permanent

Monday to Thursday 9am to 5pm with lunch break

Friday 9am to 4.30 pm with lunch break

Starting Salary

- 28k - 35k depending on experience

Experience

Minimum 3 years in a wills and probate environment , law firm or financial services role .

Work Location: In person / Wrexham Office

Duties

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
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Qualifications

Proven administrative experience, ideally within a legal or professional environment Strong organisational skills with the ability to prioritise tasks effectively Excellent analysis skills to interpret legal documents and data accurately Exceptional customer service skills to foster positive relationships with clients and colleagues Proficiency in Microsoft Office Suite and other relevant software applications Ability to work independently as well as part of a team in a fast-paced setting Attention to detail and high levels of accuracy in all work undertaken
This position provides an engaging environment for those eager to build their expertise in the legal field while contributing meaningfully to our organisation's success.

Job Type: Full-time

Pay: 28,000.00-35,000.00 per year

Benefits:

Company pension On-site parking
Work Location: In person