Private Client Wills Specialist

2 weeks ago


Solihull, Solihull, United Kingdom Simpson Judge Ltd Full time

Job Role: Private Client Wills Assistant
Location: Shirley
Salary: £22,000 - £25,000
Office based & Full Time

We are seeking an experienced Legal Administrator, Secretary or Assistant to join our client's busy and thriving team as a Private Client Wills Assistant. The ideal candidate will have prior private client, private wealth legal experience and a keen interest in handling Wills.

Key Responsibilities:

  • Dealing with queries raised by clients, solicitors and other involved parties
  • Providing client updates and monitoring matter progression
  • Opening and closing matters on the case management system compliant with the firm's AML and quality standards and SRA regulations
  • Supervised drafting of basic correspondence, forms and documents
  • Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC

Requirements:

  • Previous work experience as legal assistant/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

For more information, please contact Stephan Kuhn of Simpson Judge Ltd.



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