Private Client Enquiries coordinator

3 weeks ago

Brentwood Essex, United Kingdom JS Legal Recruitment Ltd Full time

Private Client Enquiries Coordinator JS Legal Recruitment are excited to be working with a leading regional Legal 500 law firm with multiple offices across Essex. Due to continued growth in their Private Client Department my client is now recruiting for a Private Client Enquiries Coordinator. As Private Client Enquiries Coordinator , you will be the main point of contact in the initial stages of all new enquiries to the firm regarding Wills and LPA’s. The Role

  • To act as the first point of contact for all new Will / LPA enquiries
  • Ensure all calls are answered within agreed service level
  • Accurately complete the fact- finding form
  • To book an appointment for the lawyer
  • To compete a conflict check
  • Ensure that all new enquiries are logged
  • Open New files using PW4
  • Generate initial appointment letters, Will questionnaires
The Candidate
  • This position would suit candidates with Private Client experience , or a sales progress chaser or mortgage broker or financial advisor
  • Be an exceptional communicator
  • Flexible team player
  • Ability to meet high performance standards
  • Personable, professional, sensitive with the ability to build rapport
  • Organised, efficient and approachable
Benefits
  • 25 days annual leave plus Bank Holidays with entitlement increasing with length of service
  • Birthday holiday
  • Contributory pension
  • Private Health Insurance
  • Life Assurance
  • Corporate Eye care scheme
  • Free parking
  • An attractive salary
  • Social events throughout the year
If you feel this is the right opportunity for you, Contact Julie Sheridan at JS Legal Recruitment Ltd, quoting reference JSL2315 OR email now your cv or call for a confidential discussion . For more information on other vacancies JS Legal recruitment Ltd are handling please visit our website. All successful applications will be responded to within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion

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