At a Glance
- Tasks: Manage and release important legal documents while ensuring top-notch quality and compliance.
- Company: Join Right Legal Group, a forward-thinking law firm dedicated to preserving memories and assets.
- Benefits: Competitive salary, potential bonuses, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth in a collaborative team.
- Why this job: Be part of a mission to change how people view Wills and make a real difference.
- Qualifications: Strong organisational skills, attention to detail, and proficiency in Excel and Word.
The predicted salary is between 21158 - 24785 € per year.
Salary: £21,158 - £24,785 (OTE up to £27K per annum)
Right Legal Group is a well-established Law firm, regulated by the SRA that specialises in Wills, Probate and Estate Planning. We have built a network across the country which works together on a mission to change the way people think about making a Will and preserve not only our clients' financial assets but their emotional assets too, for future generations. We are here to protect memories, not just financial assets.
Overview of the Role
We’re seeking a highly organised and detail‑oriented individual with strong time management skills to support our Operations Department. In this role, you will be responsible for facilitating the release of important legal documents to clients and other firms of solicitors, ensuring all entries meet our high standards of quality and consistency. You will also be responsible for answering queries from both internal stakeholders and external clients, advising them of what legal documentation we may be holding. You’ll play a key role in delivering a five‑star service to our clients by assisting them in any requests related to their important documents. This position is ideal for someone who thrives on time management, compliance, values consistency, and takes pride in supporting operational excellence.
Key Responsibilities - What you have to do:
- Document Releases: Compliantly release important legal documents to clients and other solicitors. Maintain data integrity and ensure consistent formatting across work completed.
- Inventory & Spreadsheet Management: Utilise spreadsheets to assess what documentation needs releasing within the required time frames. Ensure all inventories and CRM system entries are updated to reflect any changes or archiving. Ensure all activities align with internal policies and regulatory requirements. Receive and action any incoming post related to document releases in a prompt fashion, whilst ensuring it is all logged appropriately. Manage outgoing mail, ensuring proper packaging and documentation.
- Client Communication: Receive telephone calls, emails, and physical post, and assist all clients by advising them accurately on what they need to do to request their documents back from us. Ensure compliance with data protection and confidentiality protocols. Ensure accuracy in data entry, document indexing, and inventory management to maintain a high‑quality central data source. Balance multiple tasks and deadlines efficiently, ensuring timely completion of document processing and dispatch. Confidently use Excel for tracking and reporting, Word for documentation, and Outlook for stakeholder communication and scheduling. Operate effectively within structured workflows and compliance protocols, ensuring consistency and reliability across all outputs. Handle sensitive information with discretion, maintaining secure and compliant data practices throughout document lifecycle management. Maintain clear systems for indexing, inventory control, and document storage coordination, supporting operational clarity and traceability. Demonstrate a commitment to delivering a five‑star experience to internal stakeholders, responding promptly and professionally to requests. Identify and resolve discrepancies or logistical challenges in document handling, proactively improving processes where needed. Respond effectively to shifting priorities, urgent requests, or changes in scheduling, maintaining composure and focus under pressure. Communicate clearly and professionally across teams, ensuring alignment and transparency in document‑related workflows. Be comfortable navigating CRM systems and digital filing platforms, with the ability to learn new tools and systems quickly.
Document Management Executive employer: RGIT Australia
Right Legal Group is an exceptional employer that prioritises employee growth and development within a supportive and collaborative work culture. Located in a dynamic legal environment, we offer competitive salaries, comprehensive training, and opportunities to engage in meaningful work that impacts clients' lives positively. Join us to be part of a team dedicated to operational excellence and delivering a five-star service while preserving the emotional and financial legacies of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Document Management Executive
✨Tip Number 1
Network like a pro! Reach out to people in the legal field, especially those who work in document management. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, bring examples of your work or talk about how you've handled similar tasks before. It’s all about proving you’re the right fit for the role.
✨Tip Number 3
Be proactive! If you see a job that fits you, don’t wait for the perfect moment. Apply through our website and follow up with a quick email to express your enthusiasm. It shows you mean business!
✨Tip Number 4
Stay organised! Keep track of your applications and follow-ups. Use a spreadsheet to manage deadlines and contacts. This will help you stay on top of things and show your time management skills, which is key for this role.
We think you need these skills to ace Document Management Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Document Management Executive role. Highlight your organisational skills, attention to detail, and any experience with document handling or compliance. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with our mission at Right Legal Group. Keep it concise but impactful – we love a good story!
Showcase Your Tech Skills:Since you'll be using Excel, Word, and CRM systems, make sure to mention your proficiency with these tools in your application. If you've got any examples of how you've used them effectively in the past, share those too – we’re all about operational excellence!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at RGIT Australia
✨Know Your Documents
Before the interview, brush up on the types of legal documents you might be dealing with in this role. Familiarise yourself with terms like Wills, Probate, and Estate Planning. This will show your potential employer that you're not just interested in the job, but that you understand the industry.
✨Showcase Your Organisational Skills
Since the role requires strong time management and organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised tasks and maintained accuracy under pressure.
✨Demonstrate Attention to Detail
Highlight your ability to maintain data integrity and ensure consistent formatting. Bring along a sample of your work, if possible, to demonstrate how you approach document management. This will help illustrate your commitment to quality and compliance.
✨Practice Client Communication Scenarios
As client communication is key in this role, think of common scenarios you might face when dealing with clients. Prepare to role-play these situations during the interview, showcasing your ability to communicate clearly and professionally while maintaining confidentiality.
