Legal Assistant/Secretary – Private Client

Lichfield

Salary – competitive

Hours – Part Time (Two full days, Three 9am-1pm shifts)

Responsibilities include:

• Dealing with queries raised by clients, solicitors and other involved parties
• Provide client updates and monitor matter progression
• Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations
• Supervised drafting of basic correspondence, forms and documents.
• Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC
• Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates and other associated legal documents.
• Maintaining contact lists and calendars for fee earners
• Monitoring deadlines, manage appointments and diaries
• Searches and registering Wills with Certainty
• Preparing and submitting bills, payments and receipts, liaising with the finance team
• Preparing Estate Accounts on Excel
• Handling overflow client telephone calls
• Reception cover
• Preparing and taking the banking and post
• General administrative tasks
• Other duties as required to ensure the efficient running of the office

• Preferably previous work experience as legal assistant/secretary
• Satisfactory knowledge of day-to-day operations of a legal office
• Advanced computer literacy (word, excel, outlook)
• Working knowledge of case management software
• Proficiency in English
• Excellent administrative and organisational skills
• Ability to juggle multiple activities and work under pressure
• Attention to detail
• Excellent communication skills

• Attractive salary dependent on experience
• 25 days holiday + Bank Holidays
• Pension scheme
• Holiday bonus scheme
• Comprehensive training and development opportunities including support to study for professional qualifications
• Firm funded eye tests