Legal Assistant - Private Client
Our client, based in Bedford, have an exciting opportunity for an enthusiastic and well organised Legal Assistant to join their friendly, well established private client team.
Responsibilities:
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Dealing with queries raised by clients, solicitors, and other involved parties.
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Provide client updates and monitor matter progression.
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Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations.
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Supervised drafting of basic correspondence, forms, and documents.
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Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC.
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Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates, and other associated legal documents.
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Maintaining contact lists and calendars for fee earners.
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Monitoring deadlines, manage appointments and diaries.
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Searches and registering Wills with Certainty.
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Preparing and submitting bills, payments, and receipts, liaising with the finance team.
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Preparing Estate Accounts on Excel.
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Handling overflow client telephone calls.
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Reception cover.
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Preparing and taking the banking and post.
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General administrative tasks.
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Other duties as required to ensure the efficient running of the office.
Requirements:
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Preferably previous work experience as legal assistant/secretary.
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Satisfactory knowledge of day-to-day operations of a legal office.
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Advanced computer literacy (word, excel, outlook).
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Working knowledge of case management software.
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Proficiency in English.
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Excellent administrative and organisational skills.
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Ability to juggle multiple activities and work under pressure.
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Attention to detail.
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Excellent communication skills.
Benefits: