Legal Assistant

3 weeks ago

Exeter, Devon, United Kingdom Trowers & Hamlins Full time

About the Firm

Trowers & Hamlins operates across both public and private sectors, with a strong emphasis on Real Estate, encompassing both residential and commercial properties. Our teams provide expert advice in various areas including construction, employment, litigation, dispute resolution, property finance, and corporate matters.

We are recognized for our proficiency in wealth management, residential property conveyancing, and agricultural law. Additionally, we have established ourselves as specialists in travel insurance law.

Our Exeter office is comprised of a dedicated team of 148 professionals, led by 24 partners. Our locally based legal experts possess a profound understanding of the unique needs of clients in the South West, which is why they choose us for our exceptional service, expertise, and competitive pricing through our regional teams.

We pride ourselves on our ability to unite public, private, and charitable sectors in innovative collaborations. Our comprehensive knowledge of public sector regulations, coupled with an understanding of the commercial motivations of our private sector clients, enables us to deliver practical and efficient solutions.

About the Team

Our team collaborates with a diverse range of families, individuals, trustees, and professionals in the private wealth advisory sector. Each client presents unique circumstances, yet they all require actionable advice to facilitate future planning and address emerging challenges.

Inheritance laws and conventions differ globally, but our extensive experience allows us to assist clients in transferring wealth fairly and efficiently at the appropriate time.

Position Overview

As our department expands, we are seeking a Legal Assistant to join our Exeter team.

This role involves working with individuals, corporations, and trusts both domestically and internationally, handling various private client matters such as Will preparation, Powers of Attorney, Domestic Trusts, probate, and tax planning. We also provide guidance on residence and domicile planning for international clients.

While the position is primarily office-based, there will be opportunities to work remotely as you gain experience and knowledge.

Key Responsibilities

  • Administering probate, including communication with relevant institutions;
  • Managing payments of liabilities and legacies;
  • Handling the receipt of funds;
  • Preparing Powers of Attorney;
  • Assisting with attorney and trust administration;
  • Organizing documents, correspondence, and other paperwork;
  • Managing file openings, archiving, and billing;
  • Coordinating and compiling documentation;
  • Facilitating client meetings for document signing, including Wills;
  • Maintaining effective client relationships;
  • Actively participating in marketing initiatives;
  • Ensuring compliance with Lexcel procedures in file management.

Qualifications and Skills

We have established a Career Development Framework outlining the competencies expected at the Legal Assistant level. For this role, we particularly seek candidates who demonstrate:

  • A strong client focus and commitment to service delivery;
  • Enthusiasm and motivation;
  • The ability to prioritize tasks effectively and meet deadlines;
  • Excellent verbal and written communication skills;
  • A collaborative spirit and the ability to work well within a team;
  • A proactive and positive approach;
  • Flexibility and dedication;
  • A willingness to learn and grow;
  • Meticulous attention to detail with a systematic approach;
  • Strong academic background;
  • Previous experience in private client matters is advantageous, whether as a paralegal or legal secretary;
  • Entry-level candidates with a desire to develop knowledge in Private Wealth are also welcome;
  • Experience in direct client interactions is preferred.

Trowers & Hamlins is committed to equality and values diversity and inclusion. All applications will be assessed based on merit and the candidate's suitability for the role, without discrimination based on ethnicity, gender identity, race, disability, religion, or sexual orientation.

As part of our recruitment process, candidates will undergo employment screening background checks, which may include verification of personal details, educational and employment history, professional qualifications, and relevant checks as appropriate.

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