Private Client

7 months ago

Brierley Hill, United Kingdom Higgs LLP Full time

**Job title**

Legal Assistant

**Department**

Private Client - Trusts

**About Higgs**

Our vision is to be the independent regional law firm of choice, recognised for having a positive long-term impact upon its people, its clients, its business partners and its community.

When it comes to our people, the team is everything at Higgs - an environment of sharing and collaboration, and a real sense of loyalty to each other and the firm. That is coupled with a desire for everyone to learn and develop. We are always striving to be better. We enjoy what we do. We are genuinely interested in our clients and want them to feel a part of the firm too.

Our approach to our people draws on enjoyment, health & wellbeing, developing talent, technical excellence, training, reward and recognition.

When recruiting, we:

- Value enthusiasm and personality
- Want to be an employer of choice for talented, driven and client-focused people
- Are always looking for the very best to strengthen our team and bring new skills and ideas
- Integrate new people to realise their potential

With over two hundred employees and Members we offer a flexible and unique environment for people to grow their careers. Together we grow.

**Role purpose**

To join the Private Client department as a Legal Assistant in the Trusts team.

**Key responsibilities**

In line with policies and procedures key responsibilities include:
**Legal skills**
- Working closely with the Head of Trusts and the PA’s in the team with regard to new instructions;
- Acting as a point of contact to include by telephone for new and existing clients on queries in relation to ongoing trust instructions and, where appropriate, assisting to move the query forwards;
- Attending meetings with fee earners for the purposes of assisting with any legal identification processes via the iPad and potentially preparing an attendance note of the relevant meeting;
- Initiating the process and working closely with the relevant fee earner to open the client file;
- Preparing a first draft of the engagement letter for approval by the fee earner;
- Reviewing and updating existing engagement letters;
- Finalising documentation for signature, both for meetings in the office and to circulate to clients;
- Attending meetings for the purposes of assisting with the completion of documentation and acting as witness;
- Ensuring safe storage of completed documents to include saving to the relevant area and providing copy documentation to the instructing client;
- Supporting the fee earners with the billing process to include preparing draft bills for approval and assisting with the relevant communications to distribute invoices;
- Actioning bankruptcy searches;
- Assisting with making payments to HMRC, third parties and to beneficiaries;
- Liaising with HMRC and third party advisors on queries;
- Other relevant actions as instructed by the fee earners.

**Person specification**
- Personal effectiveness and self-management
- Good communication, organisational and team skills
- Good attention to detail
- Flexible and dependable, able to take the initiative
- Able to remain calm under pressure and work to tight deadlines
- Conscientious, approachable and enthusiastic
- Able to quickly build confidence, respect and trust with others

**Technical knowledge**

A good working knowledge of Microsoft Word, Outlook, Excel, PowerPoint

**Other information**

The firm offers hybrid working wherever possible. Our Higgs’ Best FIT (flexible, inclusive, together) principles are designed to ensure that people are able to complete their best work from the most appropriate location.

We also encourage a ‘dress for your diary’ approach.

**Equal opportunities**

As charter signatories to The Law Society’s Diversity and Inclusion Charter, Higgs LLP are committed to developing a diverse business by engaging with the widest pool of talent and promoting equality of opportunity for everyone. Our mission is to ensure that everyone is empowered to be the best version of themselves and to have a voice which can be shared, heard and respected.

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