Assistant - Wills, Trusts and Probate

2 months ago


Cwmbran, United Kingdom Rubin Lewis O'Brien Full time

This is an office-based role which will involve assisting the efficient running of a busy department, and assisting a partner and several solicitors.

This is a very varied role and although it is office-based, the post-holder will require use of a car and full clean driving license. Tasks will include:

- Telephoning clients to make appointments/change appointments
- Seeing clients in reception to take ID or to witness wills
- File openings and general file administration, scanning documents etc
- Visiting clients in their homes/in hospital to witness wills and other documents
- Visiting estate agents to collect keys for properties
- Arranging for locksmiths/plumbers etc as required and attending at properties
- Visiting houses of deceased clients to retrieve documents, document contents etc
- Occasional audio typing
- Filing of wills, LPAs etc
- Delivering mail/files to various addresses

The role reports to Damian Lines, Head of Wills, Trusts and Probate.

Communication, IT and organisational skills are essential.

The role is based in our central Cwmbran Office, 9am to 5pm Monday to Friday.
- Closing date: Friday 3rd March 2023_



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