Legal Assistant - Private Client / Wills and Probate - Warrington

HCB ACCOUNTANTS LLP; Warrington; Hybrid; GBP 19,000 - 24,000; Full time

Benefits offered by this job

26 days holiday plus Bank Holidays

Comprehensive training and development

Support to study for professional acc/

Job summary

HCB Accountants LLP in Warrington is seeking a proactive Legal Assistant to join our Private Client team. You will handle client queries, support fee earners, prepare basic documents, and help with case management and billing processes.

The role requires good admin skills, proficiency in MS Office, and a keen eye for detail. Office-based, with training opportunities and the chance to study towards professional qualifications.

Qualifications

• Advanced computer literacy with Word, Excel and Outlook.
• Proficiency in English with strong administrative skills.
• Experience in a legal office and basic document drafting is helpful.
• Ability to juggle multiple tasks and meet deadlines.

Responsibilities

• Deal with queries from clients, solicitors and other parties.
• Provide client updates and monitor matter progression.
• Open and close matters on the case management system per AML/SRA rules.
• Draft basic correspondence, forms and documents under supervision.
• Submit/register forms and documents with Probate Registry, Certainty and HMRC.
• Organise, safeguard and release wills and other legal documents.
• Maintain contact lists and calendars for fee earners.
• Monitor deadlines and manage appointments and diaries.
• Prepare and submit bills and liaise with the finance team.
• Prepare Estate Accounts on Excel and handle overflow calls.
• Reception cover and banking/post duties as required.

Skills

Microsoft Word

Microsoft Excel

Outlook

English proficiency

Tools

Case management software

Job description

Legal Assistant - Private Client - Warrington

An exciting opportunity for an enthusiastic and well organised Legal Assistant in our friendly, well established and approachable Private Client team.

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
• Other duties as required to ensure the efficient running of the office

Requirements for this role include:

• Preferably previous work experience as legal assistant/secretary
• Satisfactory knowledge of day-to-day operations of a legal office
• Advanced computer literacy (word, excel, outlook)
• Working knowledge of case management software
• Proficiency in English
• Excellent administrative and organisational skills
• Ability to juggle multiple activities and work under pressure

Details:

• Hours: 9:00 - 5:15 Monday to Friday (Office Based)
• Attractive salary dependent on experience
• 26 days holiday + BHs
• Comprehensive training and development opportunities including support to study for professional qualifications

Working on a fixed fee basis means there is no uncertainty as to your outlay.