Legal Assistant/Secretary – Private ClientLocation: Sutton ColdfieldSalary: Up to £25kHours: 9:00am – 5:15pm Monday – Friday (office based)Our successful U.K established legal client are currently looking for an experienced Legal Assistant/Secretary to work within their Private Client department at their Walsall 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 Probate Registry, Certainty and HMRC
6. Responsible for the organisation, safe custodian 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, manage appointments and diaries
9. Searches 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 ...