Legal Secretary/assistant

1 week ago

Liverpool, United Kingdom Maxwell Hodge Full time

**Opportunity Available**

**Job Role**:Secretary/Assistant—Lifetime Planning Team

**Type**:Permanent, full time

**Hours**:36 hours per week (9am to 5.15pm Monday-Thursday and 9am to 5pm on a Friday)

**Location**:Huyton Office—26 Sherborne Square, Liverpool L36 9UR

An excellent opportunity has arisen at Maxwell Hodge for **a Secretary/Assistant to join our Lifetime Planning Team.**

Legal knowledge in respect of Wills, Probate and Lifetime Planning is advantageous but not essential.

**Main Duties**:

- Take initial telephone calls from prospective clients and inform them of the likely cost estimate in accordance with their enquiry.
- Open new files on the case management system and prepare initial client care documentation.
- Type dictated letters, documents and notes.
- Obtain ID from clients and beneficiaries and complete ID checks.
- Prepare forms such as Lasting Powers of Attorney.
- Liaise with third parties such as HMRC, Estate Agents, Funeral Homes and Nursing Homes.
- Advise clients and keep them informed throughout the duration of their matter.
- General administration duties such as scanning post onto the system.
- Flexibility to work at any other office and assist other Fee Earners, as and when required.

**Salary and Benefits**

The salary for this role is up to £22,000 per annum **depending on experience**.

Annual holiday entitlement in a full calendar year is 20 days, increasing yearly to 25 days by 5 years’ service. This is in addition to bank holidays and an extra 3 days to be used between Christmas and New Year.

At Maxwell Hodge we offer Social and wellbeing events; Birthday Leave; Company sick pay, Dependant’s Leave and Career progression.

We have the standard company pension in place, which employees are automatically enrolled into after 3 months. In addition, salaries are reviewed annually and employees can benefit from different reward and recognition incentives throughout the year.

**About Maxwell Hodge**

Maxwell Hodge is an independent firm of solicitors with 7 offices across Merseyside and Wirral. We were established over 150 years ago and our focus is on providing the best legal service and advice for our clients. With a solid reputation, well ingrained in the local community, we offer an excellent working environment.

**Job Types**: Full-time, Permanent

**Salary**: Up to £22,000.00 per year

**Benefits**:

- Additional leave
- Bereavement leave
- Company events
- Employee discount
- Paid volunteer time
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Work Location: In person

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