Legal Assistant/Secretary – Private Client
Location: Whitefield
Salary: Up to £24k
Hours: 9:00am – 5:15pm Monday – Friday (office based)
Our successful U.K established legal client is currently looking for an experienced Legal Assistant/Secretary to work within their Private Client department at their Whitefield/North Manchester office.
Responsibilities include:
1. Dealing with queries raised by clients, solicitors and other involved parties
2. Provide client updates and monitor matter progression
3. Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations
4. Supervised drafting of basic correspondence, forms and documents
5. Submitting/registering forms and legal documents with Probate Registry, Certainty, and HMRC
6. Responsible for the organisation, safe custody, and release of Wills, Lasting Power of Attorney’s, Probates, and other associated legal documents
7. Maintaining contact lists and calendars for fee earners
8. Monitoring deadlines, managing appointments and diaries
9. Searching and registering Wills with Certainty
10. Preparing and submitting bills, payments, and receipts, liaising with the finance team
11. Preparing Estate Accounts on Excel
12. Handling overflow client telephone calls
13. Reception cover
14. Preparing and taking the banking and post
15. General administrative tasks
16. Other duties as required to ensure the efficient running of the office
Requirements for this role include:
1. Preferably previous work experience as a legal assistant/secretary
2. Satisfactory knowledge of day-to-day operations of a legal office
3. Advanced computer literacy (Word, Excel, Outlook)
4. Working knowledge of case management software
5. Proficiency in English
6. Excellent administrative and organisational skills
7. Ability to juggle multiple activities and work under pressure
8. Attention to detail
9. Excellent communication skills
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