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Job LocationDerby
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Legal Assistant - Private ClientLocation: DerbyHours: Full time - office basedSalary: £22,000 - £25,000 DOESummary of the positionThe prime role of the Wills and Probate Legal Assistant is to provide support to his/her Private Client Solicitor to enable them to operate at optimum efficiency. This will include, but will not be limited to, the main responsibilities given below. The Willsand Probate Legal Assistant is expected to use a high degree of self-management and initiative and to maintain a high level of confidentiality. Duties and Responsibilities

  • Manage the overflow of telephone calls
  • Provide support and assistance alongside other office duties and functions within the office, as required, and when agreed
  • Provide administrative support to the Wills and Probate Department e.g., scanning, faxing, photocopying
  • Open new files
  • Maintaining files
  • Closing files on completion of the matter
  • Preparation of initial paperwork
  • Obtaining ID/AML Checks
  • Printing of Client Care letters
  • Preparation of letters to clients
  • Booking appointments and managing a diary system
  • Dictation
  • Receiving and making calls to all parties involved
  • Managing and maintaining contact via email
  • Maintaining Client relationships
  • Liaising with Clients and other professional bodies
  • Drafting Wills using the “Arken” software system
  • Preparing Lasting Powers of Attorney
  • Managing Lasting Power of Attorney files – sending to Attorneys to sign, sending to The Office of the Public Guardian for registration
  • Preparing bills and invoices
  • The Archiving of legal documents
  • Obtaining office copies from the Land Registry
  • Obtaining financial reports for probate files
  • Obtaining bankruptcy checks
  • Liaising with legal accounts
  • Distribution on monies via BACS
  • Writing to financial institutions in respect of probate files
  • Preparing applications for Grant of Probate/Letts of Administration
  • Preparing estate accounts
Essential Skills and Qualifications
  • A good level of education.
  • Competent typing ability.
  • Good IT Skills with working knowledge of all MS applications, especially Word.
  • Previous experience in a Legal office environment.
  • Discretion and respect for client confidentiality.

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