Location: Blackheath Village, South East London
Salary: Salary negotiable dependent on experience
Type: Full Time
Date Posted: 26/09/2024
Description:
Beverley Morris & Co. Solicitors in Blackheath Village, South East London offer a fantastic opportunity to join their team.
This is a full time, office based legal secretarial role, primarily assisting the Wills & Probate team but it will also include assisting the Family and Litigation teams.
Salary negotiable dependent on experience.
Hours: 9am until 5pm Monday to Friday with one hour for lunch.
20 days’ annual holiday plus public holidays and Christmas closing.
Contributory pension scheme.
Based in Blackheath Village, South East London close to transport links.
Duties will include:
* Sending questionnaire forms to clients re wills, probate and LPAs
* Dealing with telephone enquiries
* File opening for three team leaders
* Liaising with clients to make appointments
* Being aware of Compliance and ensuring AML requirements are met
* Dealing with incoming post/filing/post matching
* Renaming scanned documents and placing in the case management system
* Time recording
* Preparing fee notes and financial statements including pro forma, interim and final bills
* Typing attendance notes/file notes
* General organisation of the office – gathering stationery, etc.
* Chasing up clients
* Preparing fundsflows for incoming monies on all files
* Setting up payments
* Obtaining quotations from third parties and setting up payment of invoices, if needed
* Amending draft wills with minor amendments/referring back to team leader
* Sending draft wills to clients by post/email
* Engrossing wills and sending by post to clients with instructions for signing or attending clients at the office for will signing
* Keeping the case management system up to date, eg. contacts, executors, beneficiaries, donors, attorneys
* Drafting, engrossing and sending LPAs to Office of the Public Guardian
* Closing files/sending documents to storage
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