Probate Secretary

Poolhall Recruitment are recruiting for a well established Birmingham based legal practice.

They are looking for a Probate Legal Secretary to assist the current team of 3 at their firm in Erdington.

This is an excellent opportunity to join a small but well-established solicitors firm and establish a strong career, with a great salary.

Responsibilities:

Supporting the Probate Solicitor and wider team, dealing with administration of estates work, mainly around Probate, Wills, Powers of Attorney and the Court of Protection.

Roles and Responsibilities

• Preparing estate accounts and keeping stakeholders updated throughout
• Keeping track of progress with assets, liabilities, administration expenses and income, proactively following up where necessary
• Keeping papers and digital files accurate and organised
• Completing closure forms and encashing assets
• Handling closure/liquidation and transfer of assets
• Preparing income tax returns and routine correspondence with HMRC.
• To ensure the confidentiality and security of all client documentation

Job Types:
Full-time, Permanent

Salary:
£25,000.00 per year

Benefits:

• Company pension
• Free parking
• Onsite parking
• Private medical insurance
• Sick pay

Schedule:

• Flexitime

Work Location:
One location

Reference ID:
lemjtnhm

Flextime

---