Legal Administrator

This is a fee earning administrative role supporting and working with partners and lawyers in the Court of Protection team, each of whom has a caseload including both routine and more complex legal work in this area. This is an exciting opportunity to excel as an administrator in this sector and really grow with a thriving firm.

Client Details

My client is recognised as a leading law firm in the Thames Valley, West London and the Home Counties. High net worth private clients is a significant part of their client base. They offer services including: Wills, Probate Tax, Trusts, Estate Planning and property advice. They have some impressive growth plans ahead and this is an exciting time to join the team over in Beaconsfield.

Description

Key Responsibilities:

Administrative tasks to include:

• File opening in accordance with procedures to include data input, completion of internal forms and procedures, preparation of anti-money laundering documentation, setting up the paper file and file labels, preparing the initial letters for fee earner review
• File closing in accordance with procedures to include data input, checking ledger balances, filleting files, returning client documents, completion of internal forms
• Preparation of bills in accordance with procedures, to include collating disbursement receipts, liaising with accounts and preparing all documentation to be sent to the client in accordance with defined procedures
• Filing time sheets, incoming correspondence, outgoing copies, invoices, reports and paper files in/out of the filing system. Assisting with file checking and organising in preparation for semi-annual quality audits.
• Checking deeds in and out of the deeds storage facility. Collecting deeds from the floor and returning them to storage.
• Printing, scanning, copying documents. Generally liaising with the document management centre on document production/collation tasks.
• Ad hoc data input as and when required (CRM and PMS)
• Maintaining Court of Protection calendar

Legal tasks as required including:

• Drafting documents including deputy applications, Trustee Act applications, deputy reports, lasting powers of attorney, witness statements
• Recording chargeable and investment time
• Preparing correspondence and documents on Court of Protection Wills Trusts Probate and Lasting Power of Attorney matters
• Liaising with clients and others by email, telephone and in person
• Assisting the Court of Protection fee earners
• Checking lengthy documentation and proofreading as required
• Completing legal forms
• Paying bills on behalf of clients
• Submitting costs applications

Profile

The successful candidate will have:

• Previous experience working in this area of law in an administrative capacity in professional services is advantageous
• Advanced working knowledge of Microsoft applications including Word, Excel and PowerPoint
• Experience of using a legal Practice Management System is a distinct advantage
• Strong communication skills
• Highly literate and numerate with the ability to read and assimilate complex written information
• Strong legal research skills
• Focused on accuracy and attention to detail with the ability to proof-read
• Well organised and able to work to deadlines and guidelines
• Excellent written and verbal communication skills
• A high level of IT proficiency
• Good time management skills
• High level of accuracy and attention to detail
• Ability to work effectively independently or as part of a team
• Strong interpersonal skills
• Willingness to proactively take ownership of own learning and development
• Commercial awareness

Job Offer

What is on offer for you:

• 26 days Annual leave + 1 day off for your birthday
• Exciting progression prospects
• Workplace pension contribution
• Private healthcare / eyecare
• Free parking on-site
• Hybrid working model
• Annual salary review