About The Role
We are looking for a proactive, highly organized, service-focused individual, with a keen financial focus, to fulfil a crucial role in our Older and Vulnerable Persons (OVP) / Court of Protection team as part of our Private Client function.
Based in either our Northampton or Cheltenham Office and reporting to our Head of Team, you will provide in-depth business support to the Partners and fee earners within the OVP team.
Responsibilities
- Keeping accurate financial data for vulnerable clients.
- Accessing bank accounts, managing and making payments as directed.
- Regular reconciliation of bank statements as they come in monthly.
- Oversight of client finances, alerting Fee Earners where Local Authority thresholds are approached and forecasting to ensure funds can be drawn down or topped up as appropriate.
- Ability to make phone calls and organise diaries/inboxes as required for a wide team.
- Preparation of bills and sending to clients.
- Keeping other client spreadsheets, records and information up to date.
- Financial filing and allocation of post electronically.
- Setting up bank accounts.
- Making telephone calls to the court, OPG, clients and third parties.
- Being the first point of contact for any administrative and business support requirements for fee earners, anticipating the team’s needs where possible.
- Providing administrative and secretarial support to the Head of Team as Notary Public, including arranging appointments, sending terms, raising bills, scanning and storing Notarial documents.
About You
You will have:
- Experience within a legal environment or professional services environment would be advantageous.
- Comfortable with figures and account reconciliations. A strong accounting/financial background would be an advantage.
- Adept with Excel spreadsheets and data entry.
- Experience in case management systems would be desirable.
- Experience of working in a client/customer facing environment.
- Sound knowledge of IT skills in Microsoft Office, Outlook, Word, Excel and Teams, Zoom, etc.
- Excellent attention to detail in all aspects of your work.
- Strong communication and organisation skills.
We are open to seeing candidates who are looking for part-time or full-time hours.
Benefits of working with us as a Legal Assistant
- Scottish Widows Pension Scheme
- Support staff bonus scheme
- Electric vehicle scheme
- 28 days annual leave (plus public holidays)
- Happy People / Perks at Work benefits portal
- Cycle to Work scheme
- Life Assurance
- 1/3 gym membership contribution
- Flu vaccinations
Equal Opportunities
As HCR is an equal opportunities employer, we celebrate differences and aim to create an inclusive workplace. We are also an armed forces-friendly organisation.
