Legal Assistant

3 weeks ago

Exeter, Devon, United Kingdom Trowers & Hamlins Full time

About Us

Trowers & Hamlins is a distinguished firm with expertise spanning both public and private sectors, particularly excelling in Real Estate, which includes both residential and commercial properties. Our teams provide comprehensive advice on 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, as well as being specialists in travel insurance legislation.

Our Exeter office is staffed by a dedicated team of 148 professionals, including 24 partners, who possess a profound understanding of the needs of clients in the South West. Clients choose us for our exceptional service, expertise, and the value we deliver through our regional teams.

We pride ourselves on our ability to foster innovative joint ventures that unite public, private, and charitable sectors. Our deep knowledge of public sector regulations, combined with the commercial insights for our private sector clients, allows us to devise practical and efficient solutions.

The Team

Our team collaborates with a diverse array of families, individuals, trustees, and professionals in the private wealth advisory field. Each client presents unique challenges, but they all require pragmatic guidance to prepare for the future and navigate arising issues.

Inheritance laws and conventions vary globally, yet our extensive experience enables us to assist clients in transferring wealth fairly and efficiently at the appropriate time.

The Role

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

This role involves supporting individuals, companies, and trusts both domestically and internationally, encompassing all aspects of private client work, including the drafting of Wills, Powers of Attorney, Domestic Trusts, probate processes, and tax planning. We also provide guidance on residence and domicile structuring for international clients.

The position is primarily office-based, with opportunities for remote work as you gain experience and knowledge.

Key Responsibilities

  • Administering probate, including liaising with relevant institutions;
  • Managing the payment of liabilities and legacies;
  • Handling the receipt of funds;
  • Drafting Powers of Attorney;
  • Assisting with attorney and trust administration;
  • Organizing and filing documents and correspondence;
  • Opening, archiving, and billing files;
  • Compiling and scheduling document bibles;
  • 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.

What We Seek

Our firm has a structured Career Development Framework outlining the competencies expected at the Legal Assistant level. For this role, we require:

  • A strong focus on client service and delivery;
  • Enthusiasm and drive;
  • Effective prioritization of tasks and meeting deadlines;
  • Excellent oral and written communication skills;
  • A collaborative team player capable of working with colleagues at all levels;
  • A proactive and positive attitude;
  • Flexibility and commitment;
  • A willingness to learn and develop;
  • Meticulous attention to detail with a logical approach;
  • Strong academic background;
  • Previous experience in private client matters is advantageous, whether as a legal assistant or secretary;
  • Entry-level candidates with a desire to grow their knowledge in Private Wealth are also encouraged to apply;
  • Experience in direct client interactions is preferred.

Trowers & Hamlins is an equal opportunities employer, valuing equity, diversity, and inclusion. All applications will be evaluated based on merit and the applicant's suitability for the role, regardless of ethnicity, gender, race, disability, religion, or sexual orientation.

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

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