Legal Secretary - Estate Administration

Clarkson Wright & Jakes; Orpington; Presencial; GBP 25.000 - 30.000; Jornada completa

Descripción de la vacante

Clarkson Wright & Jakes is seeking a capable secretary to support our Estate Administration team in providing probate and trust administration guidance. The role involves interviewing clients to take instructions, keeping files in order, and ensuring timely, accurate documentation while maintaining high service standards.

You will work within a partner-led team, with flexible structures to develop junior members and allocate work appropriately.

Formación

• Extensive secretarial experience, ideally within Estate Administration.

Responsabilidades

• Interviewing clients to take instructions
• Advising clients and discussing plans and progress and keeping them fully informed about their matter
• Providing relevant documents
• Keeping client and matter files in good order and ensuring that all information is recorded thoroughly and accurately
• Dealing with clients’ queries and problems promptly and efficiently, either face-to-face or on the telephone
• Complying with quality standards set and with departmental procedures, when handling all matters
• Supporting the growth of the department by being actively involved with business development

Conocimientos

Secretarial experience

Estate Administration

Descripción del empleo

About You

You’ll have extensive secretarial experience, ideally within Estate Administration. You will be positive, professional and a great team player.

About The Team You Will Be Joining

Our Estate Administration department specialise in providing advice and assistance to clients in the areas of probate and trust administration. We link up where required with other specialist departments in the firm in an open and welcoming environment, which encourages teamwork and co-operation.

We have a partner led approach on all matters, providing a flexible team structure which helps to develop junior members of the team and allocation of work to the right level.

What will I be doing?

You will be responsible for providing a full range of secretarial services including: dealing with quotes and potential new clients and opening and closing files.

Day -to-day Responsibilities Include

• Interviewing clients to take instructions
• Advising clients and discussing plans and progress and keeping them fully informed about their matter
• Providing relevant documents
• Keeping client and matter files in good order and ensuring that all information is recorded thoroughly and accurately
• Dealing with clients’ queries and problems promptly and efficiently, either face-to-face or on the telephone
• Complying with quality standards set and with departmental procedures, when handling all matters
• Supporting the growth of the department by being actively involved with business development

For further information about the type of clients we work with, take a look here: https://www.cwj.co.uk/site/aboutus/ourclients/