Wills, Trusts and Succession Legal Assistant

Ashville Knight; England; On-site; GBP 25,000 - 26,000; Full time

Job summary

A reputable law firm in the UK is looking for a Wills, Trusts and Succession Assistant to support their Private Client department. The role involves drafting Wills, assisting with estate administration, and providing administrative support to fee earners. The ideal candidate should have at least 2 years of experience in a similar role, strong typing skills, and proficiency in case management systems.

Benefits

25 days annual leave plus bank holidays

Extra paid day off for your Birthday

Employee Referral scheme

Pension scheme 4%

Discounted legal fees

Qualifications

• Minimum 2 years experience as a Legal Secretary or Assistant in Private Client.
• Proficient in digital audio systems for typing.
• Experience with case management systems is essential.

Responsibilities

• Assist fee earners with secretarial and administrative tasks.
• Draft Wills and Court of Protection applications.
• Provide general team administration support.

Skills

Legal Secretary experience

Fast typing ability

IT literacy

Tools

Case management system

Digital audio software

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

This well-established, and reputable law firm are seeking a Wills, Trusts and Succession Assistant to join their Private Client department. The firm are known for their great legal services.

The Private Client team deals with a range of areas including:

• Will drafting
• Trusts and Estate Administration
• Lasting Powers of Attorney
• Estate Planning
• Court of Protection

This role will be to assist fee earners in their day-to-day work by providing support and an efficient secretarial and administrative service within the Private client department:

• Providing full secretarial support including opening files
• Using a digital dictation system to produce correspondence and other documentation related to Private Client matters.
• Drafting Wills and Court of Protection applications.
• General team administration including photocopying, faxing, filing and scanning.
• Meeting and greeting clients.
• Handling telephone enquiries and directing accordingly.
• Arranging meeting room bookings/travel arrangements.

Desired skills and experience:

• Legal Secretary or Assistant experience essential within Private Client at least 2 years + months.
• Fast, accurate typing ability, ideally using digital audio systems.
• Experience of using case management system.
• IT literate Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.

What they offer:

• Monday Friday 9am 5:30pm. This is full time office based role.
• Salary depending on experience - GBP25,000 - GBP26,000.
• 25 days annual leave plus bank holidays.
• Extra paid day off for your Birthday each year.
• Employee Referral scheme
• Pension scheme 4%.
• Discounted legal fees.