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Wills and Probate Secretary

1 month ago

London, Greater London, United Kingdom Law Staff Limited Full time
Job Title: Wills and Probate Secretary

At Law Staff Limited, we are seeking a highly organized and proactive Legal Secretary to join our team. As a key member of our Wills and Probate department, you will be responsible for assisting our team leaders in various administrative tasks.

Key Responsibilities:

Sending questionnaire forms to clients regarding wills, probate, and Lasting Powers of Attorney (LPAs).
Handling telephone enquiries and liaising with clients to schedule appointments.
File opening for team leaders in the Wills, Probate, Family, and Litigation teams.
Ensuring compliance with Anti-Money Laundering (AML) requirements and maintaining general office organization.
Managing incoming post, filing, and post matching.
Handling digital dictation and renaming scanned documents for the case management system.
Recording time and preparing financial statements, including pro forma, interim, and final bills.
Drafting attendance and file notes, as well as chasing up clients and setting up payments.
Updating estate accounts, drafting and sending draft wills to clients, and managing will engrossment and signing.
Maintaining the case management system, ensuring contacts, executors, and other relevant parties are up to date.
Engrossing and sending LPAs to the Office of the Public Guardian.
Closing files and sending documents to storage.

Requirements:

Strong oral and written communication skills.
Highly organized and proactive.
Team player with the ability to supervise junior staff.
Proficiency in digital dictation and experience with case management systems is a plus.
Attention to detail in handling client matters and preparing legal documentation.

Benefits:

Competitive salary based on experience.
Contributory pension scheme.
20 days' annual holiday plus public holidays and Christmas closing.
Office-based role in a well-equipped and air-conditioned office.
Excellent transport links, close to Blackheath mainline station, bus routes, and local amenities.

If you are a motivated and detail-oriented individual looking for a challenging role in a dynamic team, please apply online or via telephone.