Wills and Probate Assistant

4 weeks ago


Clevedon, North Somerset, United Kingdom Maxim Recruitment Solutions Full time

Join Our Dynamic Team as a Legal Assistant

We are excited to announce an opportunity for a Legal Assistant to become a vital part of our innovative Private Client team. This role is based in a collaborative environment where your contributions will be valued.

The Legal Assistant will play a crucial role in supporting the Wills, Probate, and Estate Administration Department. You will be essential to the operational success of our firm, providing Lawyers with proactive and indispensable assistance. The ideal candidate will have the chance to work closely with a seasoned Partner and a welcoming team that encourages professional growth and development.

Key Responsibilities:

  • Drafting legal documents including Wills and Lasting Powers of Attorney;
  • Acting as an additional point of contact for clients, assisting your line manager;
  • Overseeing the daily management of Estate Administration cases;
  • Performing specific chargeable tasks under supervision as assigned by partners and other fee earners;
  • Engaging with clients and third parties to follow up on outstanding matters;
  • Serving as the first point of contact for initial inquiries, both over the phone and in person, while providing clients with relevant cost information;
  • Opening electronic files upon receiving client instructions, as we strive towards a paperless operation;
  • Assisting in the maintenance of both electronic and physical files to ensure compliance and accuracy.


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