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Private Client Wills Specialist

2 months ago

Solihull, Solihull, United Kingdom Simpson Judge Ltd Full time
Private Client Wills Assistant Opportunity

Simpson Judge Ltd is seeking an experienced Private Client Assistant to join their busy and thriving team. The ideal candidate will have prior private client, private wealth legal experience and a keen interest in handling Wills.

Key Responsibilities:
  • Deal with queries raised by clients, solicitors, and other involved parties
  • Provide client updates and monitor matter progression
  • Open and close matters on the case management system, ensuring compliance with the firm's AML and quality standards and SRA regulations
  • Supervise the drafting of basic correspondence, forms, and documents
  • Submit and register forms and legal documents with Probate Registry, Certainty, and HMRC
Requirements:
  • Previous work experience as a legal assistant or secretary
  • Satisfactory knowledge of day-to-day operations of a legal office
  • Advanced computer literacy (Word, Excel, Outlook)
  • Working knowledge of case management software
  • Proficiency in English
  • Excellent administrative and organisational skills
  • A keen interest in the area of law
  • Excellent communication skills

If you are interested in this opportunity, please apply within or contact Stephan Kuhn of Simpson Judge Ltd for more information.