Will & Estate Planning Administration
2 weeks ago
**Key Duties**:
- **Applicant needs to be Leicester based**
- Opening and closing and archiving client files.
- Ensuring documents and e-filing are stored correctly.
- Handling enquiries
- Drafting and taking instructions on a variety of Wills and associated estate planning documents
- Draft correspondence and documents ensuing they are accurate and meet our customer's requirements
- To prepare mail and enclosures for dispatch and to be responsible for ensuring that all outgoing post is correctly addressed and delivered to reception in time for dispatch.
- Answer incoming calls / Good telephone manner
**Roles & Responsibilities**
- Drafting and taking instructions on a variety of Wills and associated estate planning documents
- managing incoming cases
- Communicate with clients over the phone, progressing each case through to completion, ensuring all documentation is legally accurate and professionally written
- Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met.
- Previous experience of working within a legal environment, however if you have good experience of working within a busy PA/secretarial role and have a genuine interest in working within the legal sector, we would very much like to hear from you.
- Ability to prioritise your own workload, work closely to deadlines, exceptionally organised and pro-active and flexible 'can-do' attitude.
- Proficient with Microsoft packages, including Excel and PowerPoint and be comfortable with learning new databases and other software packages.
**Job Types**: Full-time, Permanent
**Salary**: £19,500.00-£22,000.00 per year
**Benefits**:
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: One location
Reference ID: Will & Estate Planning Administration
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