Legal Assistant - Private Client - Lichfield

An exciting opportunity for an enthusiastic and well organised legal assistant in our friendly, well established and approachable private client team at our Lichfield office.

Responsibilities Include

• 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 For This Role Include

Details

To apply for this position, please email your CV and a covering letter to Lisa Syrett -

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