At a Glance
- Tasks: Assist with legal work on Wills, Powers of Attorney, and Estate Administration.
- Company: Join a dynamic team focused on Lifetime Planning and client care.
- Benefits: Gain valuable experience in a supportive environment with opportunities for growth.
- Why this job: Make a real impact by helping clients navigate important life decisions.
- Qualifications: 3+ years as a Legal Secretary/Assistant; strong admin and communication skills required.
- Other info: Empathy and teamwork are key to thriving in this role.
The predicted salary is between 30000 - 42000 £ per year.
DCT Recruitment have an exciting opportunity to join our client a Admin – Lifetime Planning. We are seeking applications from candidates who have general secretarial and administration skills to assist Fee Earners with legal work in relation to Lifetime Planning matters. The type of work you will assist with includes Wills, Lasting Powers of Attorney, Grant of Probate and Estate Administration. Ideally, we are looking for candidates with at least 3 years’ experience working as a Legal Secretary/Assistant. Experience, or interest in, private client is advantageous. To succeed in this role, you will need effective administration and communication skills as well as good time management including the ability to work under pressure. In addition, a caring and empathetic approach towards both clients and colleagues is required. The successful candidate will also need to be organised, motivated and be proactive. Attention to detail and good teamwork and cooperation are also vital. Main Duties • Attend upon clients and others to take instructions and information. • Open new files on the case management system and prepare initial client care documentation. • Type dictated letters, documents, and notes. • Obtain ID from clients and complete ID checks in accordance with Anti-Money Laundering Procedures. • Liaise with third parties such as HMRC, Estate Agents, OPG, Probate Registry, Beneficiaries and Attorneys etc. • Attend home visit…
Administrator-Lifetime Planning employer: DCT Recruitment
Contact Detail:
DCT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator-Lifetime Planning
✨Tip Number 1
Make sure to highlight your experience in legal administration, especially if you have worked with Wills or Powers of Attorney. This will show that you understand the specific requirements of the role and can hit the ground running.
✨Tip Number 2
Demonstrate your communication skills by preparing for potential interview questions about how you handle client interactions. Being able to convey empathy and professionalism is key in this role.
✨Tip Number 3
Familiarize yourself with case management systems commonly used in legal settings. Mentioning any relevant software experience can set you apart from other candidates.
✨Tip Number 4
Showcase your organizational skills by discussing how you prioritize tasks and manage your time effectively, especially under pressure. This is crucial for success in a fast-paced legal environment.
We think you need these skills to ace Administrator-Lifetime Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your secretarial and administration skills, especially any experience related to legal work. Emphasize your 3 years of experience as a Legal Secretary/Assistant and any relevant private client experience.
Craft a Strong Cover Letter: In your cover letter, express your interest in the role and how your skills align with the requirements. Mention your effective communication skills, attention to detail, and ability to work under pressure, as these are crucial for the position.
Showcase Relevant Experience: When detailing your previous roles, focus on tasks that relate to Lifetime Planning matters, such as handling Wills, Powers of Attorney, or Estate Administration. Use specific examples to demonstrate your expertise.
Highlight Soft Skills: Don't forget to mention your caring and empathetic approach towards clients and colleagues. These soft skills are essential for the role and can set you apart from other candidates.
How to prepare for a job interview at DCT Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience as a Legal Secretary or Assistant. Discuss specific tasks you've handled related to Wills, Lasting Powers of Attorney, and Estate Administration to demonstrate your familiarity with the role.
✨Demonstrate Communication Skills
Since effective communication is key in this role, prepare examples of how you've successfully interacted with clients and colleagues in the past. This will show that you can handle sensitive situations with care and empathy.
✨Emphasize Organizational Skills
Be ready to discuss your time management strategies and how you prioritize tasks under pressure. Providing concrete examples of how you've managed multiple responsibilities will illustrate your organizational abilities.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to work in a team. Think of scenarios where you had to collaborate with others or resolve conflicts, and be prepared to share those experiences.