Legal Administrator

6 months ago

Beaconsfield, United Kingdom IBB Law Full time

Term: Permanent Working hours: Full-time Department: Wills, Trusts and Probate Location: Beaconsfield
High net worth private clients form a significant part of the client base for IBB’s private practice. Services including wills, probate, tax, trusts, estate planning and property advice for individuals. Work is also undertaken for institutional clients. The team is particularly strong in its Court of Protection work. Five of our fee-earners are members of STEP. Other related teams with whom there is a close working relationship are contentious probate, charities, family law including children’s cases, employment, and personal injury.

This is a fee earning administrative role supporting and working with partners and lawyers in the Court of Protection team, each of whom has a caseload including both routine and more complex legal work in this area.

Key Responsibilities
1. Legal tasks as required including:

- Recording chargeable and investment time
- Preparing correspondence and documents on Court of Protection Wills Trusts Probate and Lasting Power of Attorney matters
- Assisting the Court of Protection fee earners
- Checking lengthy documentation and proofreading as required
- Completing legal forms
- Paying bills on behalf of clients

2. Administrative tasks to include:

- File opening in accordance with IBB procedures to include data input, completion of internal forms and procedures, preparation of anti-money laundering documentation, setting up the paper file and file labels, preparing the initial letters for fee earner review
- File closing in accordance with IBB procedures to include data input, checking ledger balances, filleting files, returning client documents, completion of internal forms
- Preparation of bills in accordance with IBB procedures, to include collating disbursement receipts, liaising with accounts and preparing all documentation to be sent to the client in accordance with defined procedures
- Filing time sheets, incoming correspondence, outgoing copies, invoices, reports and paper files in/out of the filing system. Assisting with file checking and organising in preparation for semi-annual quality audits.
- Checking deeds in and out of the deeds storage facility. Collecting deeds from the floor and returning them to storage.
- Printing, scanning, copying documents. Generally liaising with the document management centre on document production/collation tasks.
- Ad hoc data input as and when required (CRM and PMS)
- Maintaining Court of Protection calendar

3. Any other duties as and when required.

Person Specification
**Qualifications**
- Educated to degree level standard or equivalent, preferably in law.

**Skills and Experiences**
- Previous experience working in this area of law in an administrative capacity in professional services is advantageous
- Experience of using a legal Practice Management System is a distinct advantage
- Strong communication skills
- Highly literate and numerate with the ability to read and assimilate complex written information
- Strong legal research skills
- Focussed on accuracy and attention to detail with the ability to proof-read
- Well organised and able to work to deadlines and guidelines
- Excellent written and verbal communication skills
- A high level of IT proficiency
- Good time management skills
- High level of accuracy and attention to detail
- Ability to work effectively independently or as part of a team
- Strong interpersonal skills
- Willingness to proactivity take ownership of own learning and development
- Commercial awareness

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