Wills And Probate Assistant

Prince Personnel Limited; Shrewsbury; On-site; GBP 23,000 - 25,000; Part time

Job summary

Prince Personnel are recruiting a Wills and Probate Assistant for a Telford-based role in Shropshire. The role is initially temporary with potential for permanent employment, reporting to the Wills and Probate Manager.

Circa £23,000–£25,000 depending on experience, 35 hours per week, Monday to Friday. The ideal candidate will have some legal sector experience, a willingness to develop secretarial skills, and the ability to work under pressure while maintaining high accuracy and strong client

Qualifications

• Previous legal experience, ideally in Wills and Probate or in a legal practice in another specialism.
• Ability to learn quickly and adapt to new processes and procedures.
• Willingness to develop strong secretarial and administrative skills.
• Ability to work effectively under pressure and manage competing priorities.
• Excellent organisational and time-management skills.
• Methodical and tidy approach to work.
• Strong communication and interpersonal skills with clients and colleagues.
• Good judgement and common sense when managing competing demands.
• Ability to work independently and use initiative.
• Good attention to detail and accuracy.

Responsibilities

• Support the smooth running of the department in the absence of the Wills and Probate Manager and handle client queries promptly and professionally.
• Maintain and update Wills, LPAs and Probate precedents and databases.
• Handle telephone, email and other client enquiries.
• Take and pass on telephone, fax and email messages promptly.
• Provide clients with a friendly, efficient and professional service in person and over the phone.
• Assist the Wills and Probate Manager with general administrative duties including typing letters and documents, filing and copying.
• Prepare correspondence, documents, mail and relevant enclosures.
• Assist with administration of Private Client files from opening through to completion and archiving.
• Make appointments and manage the department diary daily.
• Assist with financial administration of client files and liaise with Accounts Clerk.
• Conduct research into relevant legal issues.
• Draft legal documents and correspondence.
• Meet with clients regarding Lasting Powers of Attorney and Probate.
• Carry out regular file reviews to ensure records are accurate and up to date.
• Provide cover for colleagues when required.
• Support and guide new or temporary staff.

Skills

Legal experience

Secretarial skills

Organisational skills

Communication skills

Education

Legal graduates

Tools

Microsoft Word

Microsoft Outlook

Job description

Wills and Probate Assistant

Telford, Shropshire

Temporary to Permanent

Circa £23,000 - £25,000 Depending on Experience

Monday - Friday 35 hours per week

We are recruiting for and Wills and Probate Assistant to join our Telford based client. This is an excellent opportunity for someone who has experience in this specific sector in law, or someone with that has other legal industry experience that is happy to work in this sector. There is a permanent vacancy available in this team and depending on your availability they may start this role as a temp-to-perm contract, or may consider going immediately to permanent for the right experience. You will report directly to the Wills and Probate Manager.

Your duties will include:

• Supporting the smooth running of the department in the absence of the Wills and Probate Manager and ensuring client queries are dealt with promptly and professionally.
• Maintaining and updating Wills, LPAs and Probate precedents and databases.
• Handling telephone, email and other client enquiries.
• Taking and passing on telephone, fax and email messages, ensuring they are dealt with promptly.
• Providing clients with a friendly, efficient and professional service both over the telephone and in person.
• Assisting the Wills and Probate Manager with general administrative duties, including typing letters and documents, filing and copying.
• Preparing correspondence, documents, mail and relevant enclosures.
• Assisting with the administration of Private Client files from opening through to completion and archiving.
• Making appointments and maintaining and reviewing the department diary on a daily basis.
• Assisting with the financial administration of client files, ensuring all transactions are communicated to the Accounts Clerk and accurately recorded on the relevant file.
• Conducting research into relevant legal issues.
• Drafting legal documents and correspondence.
• Meeting with clients on behalf of the department to assist with matters including Lasting Powers of Attorney and Probate.
• Carrying out regular file reviews to ensure records are accurate and up to date.
• Providing cover for colleagues when required.
• Supporting and providing guidance to new, inexperienced or temporary members of staff where appropriate.

Skills and Experience

• The ideal candidate will have some form of previous legal experience, ideally in Wills and Probate, or has worked in a legal practice in another specialism. We may also consider legal graduates; however, some work experience would be preferred but not essential.
• The ability to learn quickly and adapt to new processes and procedures.
• A willingness to develop strong secretarial and administrative skills.
• The ability to work effectively under pressure and manage competing priorities.
• Excellent organisational and time-management skills.
• A methodical and tidy approach to work.
• Strong communication and interpersonal skills, with the ability to build positive relationships with clients and colleagues.
• Good judgement and common sense when managing competing demands.
• The ability to work independently and use initiative.
• Good attention to detail and a high level of accuracy.

The Ideal Candidate Must Have:

• Previous office-based experience.
• Good working knowledge of Microsoft Word and Outlook.
• Good typing speed and excellent typing accuracy.
• Strong spelling and punctuation with excellent attention to detail.

If you are an organised, motivated individual looking to develop your career within a professional legal environment, this could be an excellent opportunity to join a supportive team with genuine opportunities for progression.

Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity.

About Us

Prince Personnel are an employment agency working on behalf of our client. Whether you're seeking a new permanent position, temporary assignment or contract you'll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you.