Wills and Estates Legal Assistant

JS Legal Recruitment Ltd; Colchester; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Annual leave

Medical benefits

Employee assistance

Sick pay

Pension

Social events

Job summary

JS Legal Recruitment Ltd. are excited to be working with a highly regarded Colchester law firm, LEXCEL accredited and Legal 500 recommended.

They seek a Wills and Estates Legal Assistant to join their Private Client team on a full-time basis. You will support a Senior Solicitor and Director with a very busy caseload, preparing and proofreading documents, managing calendars, handling client communications, and drafting wills and estate planning documents.

Qualifications

• Experience as Legal Assistant/Secretary in Private Client, Wills and Estates.
• Fast-paced law firm experience is highly desirable.
• Proficient with MS Office Suite and document management systems.

Responsibilities

• Support a senior solicitor and director with a very busy caseload.
• Prepare, format and proofread legal documents for private client matters.
• Manage solicitor's calendar and scheduling of appointments and meetings.
• Handle client correspondence and communications; draft where appropriate.
• Prepare and manage Wills, Trusts, Powers of Attorney and estate planning documents.
• Assist with billing and track time entries for billable hours.

Skills

Legal Secretary Experience

Private Client Knowledge

MS Office

Time Management

Tools

Document management system

Case management software

Job description

Wills and Estates Legal Assistant

JS Legal Recruitment are excited to be working with highly regarded law firm based in Colchester, our client a LEXCEL accredited and a Legal 500 recommended practice. Due to continued growth our client has a fantastic opportunity for an experienced Wills and Estates Legal Assistant to join their Wills & Estates department on a full-time basis.

The Team

The Wills and Estates team is well established the department offers a high quality service to its clients. You will be responsible for providing exceptional support to a Senior Solicitor and Director with a very busy case load. You will be responsible for ensuring client satisfaction by pre- empting problems and identifying solutions, and by building and maintaining knowledge of clients and their matters. You should have significant and current experience working as a Legal Assistant / Legal Secretary ideally within a Private Client department.

The Role

• As a Legal Assistant / Legal Secretary You will provide support to a senior solicitor and director of the firm with a very busy caseload
• Prepare, format and proof read legal documents and correspondence related to private client matters
• Manage and organise solicitor's calendar including scheduling appointments and meetings
• Handle incoming and outgoing correspondence, including emails, letters, and phone calls and draft as appropriate
• Act as first point of contact for clients both on the phone and in person
• Arrange client meetings
• Prepare and manage legal documents such as Wills, Trusts, Powers of Attorney, and Estate Planning documents
• Assist with Billing , track and manage time entries for billable hours
• Assist in the preparation of probate applications and the administration od estates
• Manage compliance on all files via the case management system, including conflict checks and risk assessments, escalating them to the lawyer if required
• Conduct legal research

Skills Required

• Previous experience as a Legal Assistant / Legal Secretary in Private Client, Wills, and Estates ,particularly in a fast-paced environment is highly desirable.
• Proficient with Microsoft Office Suite, Audio, and document management system
• Strong organisational and time management skills, ability to prioritise and handle sensitive information with discretion

Benefits

• Competitive salary
• 22 days annual leave, plus Bank Holidays, with an additional 3 days for the Christmas to New Year closure
• Medical benefits scheme and Employee Assistance Program upon completion of probation period
• Sick pay policy
• Staff Pension scheme upon completion of probation period
• Friendly and social environment with Regular social events