Wills and Estates Legal Assistant
JS Legal Recruitment are excited to be working with highly regarded law firm based in Colchester, our client a LEXCEL accredited and a Legal 500 recommended practice. Due to continued growth our client has a fantastic opportunity for an experienced Wills and Estates Legal Assistant to join their Wills & Estates department on a full-time basis.
The Team
The Wills and Estates team is well established the department offers a high quality service to its clients. You will be responsible for providing exceptional support to a Senior Solicitor and Director with a very busy case load. You will be responsible for ensuring client satisfaction by pre- empting problems and identifying solutions, and by building and maintaining knowledge of clients and their matters. You should have significant and current experience working as a Legal Assistant / Legal Secretary ideally within a Private Client department.
The Role
- As a Legal Assistant / Legal Secretary You will provide support to a senior solicitor and director of the firm with a very busy caseload
- Prepare, format and proof read legal documents and correspondence related to private client matters
- Manage and organise solicitor's calendar including scheduling appointments and meetings
- Handle incoming and outgoing correspondence, including emails, letters, and phone calls and draft as appropriate
- Act as first point of contact for clients both on the phone and in person
- Arrange client meetings
- Prepare and manage legal documents such as Wills, Trusts, Powers of Attorney, and Estate Planning documents
- Assist with Billing , track and manage time entries for billable hours
- Assist in the preparation of probate applications and the administration od estates
- Manage compliance on all files via the case management system, including conflict checks and risk assessments, escalating them to the lawyer if required
- Conduct legal research
Skills Required
- Previous experience as a Legal Assistant / Legal Secretary in Private Client, Wills, and Estates ,particularly in a fast-paced environment is highly desirable.
- Proficient with Microsoft Office Suite, Audio, and document management system
- Strong organisational and time management skills, ability to prioritise and handle sensitive information with discretion
Benefits
- Competitive salary
- 22 days annual leave, plus Bank Holidays, with an additional 3 days for the Christmas to New Year closure
- Medical benefits scheme and Employee Assistance Program upon completion of probation period
- Sick pay policy
- Staff Pension scheme upon completion of probation period
- Friendly and social environment with Regular social events
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Wills and Estates Legal Assistant in Colchester employer: Confidential
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