Wills, Trusts & Probate Assistant

Attwaters Solicitors LLP; Hertford; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Flexible working

Health plans

Generous holiday entitlement

Employee Assistance Programme

Job summary

A regional law firm in Hertford is seeking a Legal Assistant to support its Wills, Trusts, and Probate department. The role involves file management, client service, and compliance with legal requirements. Successful candidates will enjoy a structured career path, flexible working, and various employee benefits, including generous holiday entitlement and health plans.

Qualifications

• Dedication to providing excellent client service.
• Ability to work well in a team.
• Positive attitude and good judgement.

Responsibilities

• Assist with the administration of Trust matters.
• Open and close files, ensuring all AML requirements are met.
• Prepare invoices and deal with HMRC and Land Registry.

Skills

Client service

Teamwork

Attention to detail

Positive attitude

Judgement

Job description

Are you looking to advance your legal career whilst enjoying a healthy work/life balance? Do you want to join a firm that is as interested in your career progression as you are? Are you searching for a fulfilling role where what you get out is considered just as important as what you put in? And where the only ceiling is your ambition?

Then Attwaters Solicitors could be the firm for you. Come and find out what makes us one of the Sunday Times Best Places to work in 2024 and 2025 (Top 10 for medium organisations in the UK)

With five offices spanning Hertfordshire, Essex and London, Attwaters Solicitors is a respected regional law firm with origins dating back well over a century. Our vision is to be the ‘go to’ private wealth legal practice in our region, through our commitment to excellent client care, integrity, teamwork, innovation, quality and respect.

In order to achieve our vision, we need people who are committed to excellence. We are experts at what we do and we’re looking for people with the ambition, dedication and work ethic required to become leaders in their field.

But we also know that our people have a right to expect excellence from us. That’s why we are dedicated to providing our staff with a nurturing environment, a structured career path that offers clear opportunities for progression, and all the support they need to thrive.

The role:

We are looking for a Legal Assistant to join our busy Wills, Trust and Probate department based in Hertford. You will be responsible for assisting the team with the administration of Trust matters. Your role will include:

• Opening files
• Checking all AML requirements are met
• Reviewing statements and preparing invoices
• Dealing with HMRC in relation to the Trust Registration Service, tax returns, and Tax payments
• Dealing with the Land Registry in relation to registrations on property deeds
• Assisting existing team members with day-to-day management
• Closing files, to include accounting for any balances

What we expect from you:

• You’re dedicated to providing excellent client service in line with our Service Pledge .
• You’re somebody who takes pride in their work and of whom we can be proud.
• You’re interested in promoting the firm’s good name both internally and externally.
• You’re a team player who will always go the extra mile.
• You have a positive attitude and always look to lift spirits, not lower them.
• You show good judgement and maturity.
• You’re risk-aware – you know what you don’t know.
• You’re a hard worker with a ‘can-do’ attitude.

What you can expect from us:

• A structured career path that provides all the information you need to develop and progress.
• A supportive and nurturing working environment with monthly one-to-ones, department meetings and a six-monthly appraisal scheme.
• Flexible and hybrid working.
• Firm-wide and fee-earner bonus schemes.
• Holiday entitlement of 25 days per year, rising by one day per year of service to a maximum of 30 days.
• Automatic enrolment to our contributory corporate pension scheme (salary sacrifice).
• Automatic enrolment to our Employee Assistance Programme, which helps staff members experiencing personal problems that might adversely impact their work performance, health and wellbeing.
• Enrolment to our Healthcare Cash Plan after the probationary period. Cover includes dependant children and may be extended to partners or spouses at the employee’s expense.
• Access to Mintago, a comprehensive employee financial wellbeing platform.
• Each office has its own designated Social and Wellbeing champion, who is there to help promote good mental and physical health with a range of initiatives including social walks, book clubs, charitable activities and out-of-hours get-togethers and events.
• Annual staff events including summer and Christmas events, quarterly office lunches and our annual online Staff Quiz!
• And so much more! Click the button below for our full list of employee benefits.

Click ‘Apply’ to complete and submit your application – we can’t wait to hear from you!

Send in your CV to us, as we are always looking for great candidates.

All correspondence for Harlow or London to be sent to the Hertford office address listed above.