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.
Hours: 9am until 5pm Monday to Friday with one hour for lunch.
Benefits: 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 funds flows 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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