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:

• Dealing with queries raised by clients, solicitors, and other involved parties.
• Provide client updates and monitor matter progression.
• Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations.
• Supervised drafting of basic correspondence, forms, and documents.
• Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC.
• Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates, and other associated legal documents.
• Maintaining contact lists and calendars for fee earners.
• Monitoring deadlines, manage appointments and diaries.
• Searches and registering Wills with Certainty.
• Preparing and submitting bills, payments, and receipts, liaising with the finance team.
• Preparing Estate Accounts on Excel.
• Handling overflow client telephone calls.
• Reception cover.
• Preparing and taking the banking and post.
• General administrative tasks.
• Other duties as required to ensure the efficient running of the office.

Requirements:

• Preferably previous work experience as legal assistant/secretary.
• Satisfactory knowledge of day-to-day operations of a legal office.
• Advanced computer literacy (word, excel, outlook).
• Working knowledge of case management software.
• Proficiency in English.
• Excellent administrative and organisational skills.
• Ability to juggle multiple activities and work under pressure.
• Attention to detail.
• Excellent communication skills.

Benefits:

• 25 days holiday + Bank Holidays.
• Pension scheme.
• Holiday bonus scheme.
• Comprehensive training and development opportunities including support to study for professional qualifications.
• Firm funded eye tests.