Estate Planning Coordinator

20 hours ago


Tamworth, Staffordshire, United Kingdom DJF Solicitors Full time
Job Role

We are seeking a highly organized and motivated Private Client Legal Secretary to join our team in Tamworth & Polesworth. This is an excellent opportunity for someone looking to further their career in private client law within a supportive and dynamic firm.

The ideal candidate will have experience in private client law and be capable of providing comprehensive administrative support to the private client team, assisting with matters relating to wills, probate, trusts, and estate planning.

Responsibilities:
  • Client Enquiries: Handle initial client enquiries, arrange appointments, and ensure effective communication with clients throughout their matter.
  • Document Assistance: Assist in the preparation and submission of documents related to wills, probate, trusts, and powers of attorney.
  • File Organisation: Organize and maintain accurate and up-to-date client files, ensuring all necessary information is stored securely.
Support Functions:
  • Document Drafting: Draft legal documents and correspondence under the supervision of solicitors, including wills, letters, and applications for probate.
  • Calendar Management: Organize and manage diaries, scheduling meetings, and coordinating tasks with the private client team.

Compensation: The estimated annual salary for this position is £30,000 - £40,000.

Firm Overview: DJF Solicitors is a dynamic law firm based in Tamworth & Polesworth, committed to providing exceptional service to our clients and supporting the growth and development of our employees.



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