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.
Reference: 52437067
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