Wills & Probate Legal Assistant
- Up to £25k
- Office-based
- Derby
Our client is an established, well-reputed firm that specialises in two areas of law - Residential & Commercial Property and Wills & Probate. They care greatly for their clients and staff, and take a jargon-free, hands-on approach to their work. They are currently looking for a Wills & Probate Legal Assistant to join their team.
Duties
- Working closely with a Private Client Solicitor, providing support and assistance
- Managing the overflow of telephone calls
- Office duties and functions within the office
- Scanning, faxing, photocopying etc.
- Opening new files
- Maintaining files
- Closing files on completion of the matter
- Preparing initial paperwork
- Obtaining ID/AML Checks
- Printing client care letters
- Preparing letters to send to clients
- Booking appointments and managing diaries
- Receiving and making calls where necessary
- Managing and maintaining contact via email
- Liasing with clients and other professionals
- Drafting Wills using the 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
- Archiving legal documents
- Obtaining office copies from the Land Registry
- Obtaining financial reports for probate files
- Obtaining bankruptcy checks
- Distributing monies
- Writing to financial institutions in respect of probate files
- Preparing applications for Grant of Probate/Letts of Administration
- Preparing estate accounts
You
- Previous experience in a similar role/in a legal office environment
- Great typing ability
- Good IT skills
- Self motivated and able to work independently
- Positive approach
- Ability to work under pressure
- Reliable and diligent
On Offer
- Annual salary up to £25,000
- Monday to Friday 9am-5pm
- Great company benefits
- Full training and support for professional development