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Experienced Wills and Probate Assistant

2 weeks ago

Solihull B RB, United Kingdom Pearcelegal Ltd Full time £24,000 - £28,000 per year

We have a fantastic opportunity for an experienced Private Client Assistant assistant to join our busy team. The role is permanent, full-time (9.00am to 5.15pm, Monday to Friday) and is office based.

Duties will include:

  • Providing full support to the Fee Earners to enable them to operate efficiently
  • Preparing correspondence and documents using in-house software and digital audio dictation
  • Administering filing systems which will include daily photocopying and filing
  • Opening, closing, storage and retrieval of closed client files
  • Attending clients both in person and on the telephone in a friendly and professional manner
  • Keeping all files and documentation up to date by scanning and filing onto in-house software
  • Preparing and updating estate accounts
  • Booking appointments for fee earners
  • Responsibility for ongoing maintenance of the Wills Database using Microsoft Excel
  • Completing ad-hoc admin requests from the fee earners and partners
  • To provide support to other secretaries when required to do so
  • To undertake any specific training when required to do so and overall to have responsibility toward self-development
  • To ensure the confidentiality of all the firm's and clients' documentation and information at all times

You will:

  • Have excellent knowledge and experience of private client processes and procedures
  • Demonstrate initiative and be able to undertake work on files without dictation.
  • Possess high levels of speed and accuracy.
  • Have a good telephone manner and be comfortable speaking with clients both on the telephone and in person.
  • Be highly organised, methodical and adaptable.
  • Have excellent and demonstrable IT skills particularly with the Microsoft Office suite and internet applications. Previous experience of case management software would be an advantage
  • Extremely good team working ability, able to support wherever needed
  • Excellent time management, organisation and prioritisation skills
  • Ability to offer adaptability and flexibility in the working environment
  • Understanding and knowledge of both GDPR and AML

In return we can offer you the opportunity to work within a friendly team, a competitive salary and other benefits. Support offered to any candidate wanting to or currently studying for CILEx qualifications.

Job Types: Full-time, Permanent

Pay: £24,000.00-£28,000.00 per year

Benefits:

  • Company pension
  • Private medical insurance

Experience:

  • Wills and probate assistant: 1 year (required)

Work Location: In person