Wills & Estates Onboarding & Admin Specialist

Parker Bullen LLP; Salisbury; On-site; GBP 21,000 - 27,000; Full time

Job summary

Parker Bullen LLP invites applications for an Onboarding Assistant within the Wills, Probate and Estate Planning team across multiple offices (Andover, Romsey, Salisbury, Totton or Witney). The role focuses on handling new client enquiries, setting up files, ID checks, and ensuring a high standard of client service across all offices.

The candidate should demonstrate excellent communication, strong organisational skills and meticulous attention to detail, with a willingness to learn Private

Qualifications

• Excellent communication with clients and colleagues via telephone and email.
• Good organisational skills, managing initial client appointments and ensuring relevant information is forwarded to Legal Professionals.
• Attention to detail to ensure client information is accurately recorded and compliance requirements are completed.
• Willingness to learn Private Client legal matters and compliance requirements to handle initial client enquiries effectively.

Responsibilities

• Primarily responsible for dealing with new client enquiries and onboarding to include making appointments, setting up files, dealing with initial compliance matters/ID checks and ensuring that clients get a consistent and excellent level of service when making enquiries or giving us new instructions.
• Answering new telephone and email enquiries for all offices.
• Acting as the first port of call for the Wills, Probate and Estate Planning team and meeting with walk-in prospective clients at the respective office.
• Diarising meetings for Legal Professionals.
• Using Partner for opening files and new matters.
• Compliance tasks, to include; Creating and reviewing Legls and uploading to Partner; Unlocking and resurrecting files; Completing file opening checklists to ensure files are opened correctly and are fully compliant with firm procedures.
• General administrative support including assisting with Will searches or collections at the respective office and writing letters/posting documents to clients.

Skills

Excellent communication

Organisational skills

Attention to detail

Efficiency

Willingness to learn

Job description

Parker Bullen LLP invites applications for an Onboarding Assistant within the Wills, Probate and Estate Planning team across multiple offices (Andover, Romsey, Salisbury, Totton or Witney). The role focuses on handling new client enquiries, setting up files, ID checks, and ensuring a high standard of client service across all offices.

The candidate should demonstrate excellent communication, strong organisational skills and meticulous attention to detail, with a willingness to learn Private