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New Business Administrator - Intestacy/Probate
London EC1 - Hybrid - at least 2 days per week in the office in Shoreditch and then work from home.
Salary: £34,000 p.a.
One year maternity contract (could go permanent).
Our client is a leading professional research and probate company based in Shoreditch area that have won several industry awards.
They are looking for a Legal Secretary/Legal Administrator for a New Business Admin role working in Intestacy/Probate to handle all new incoming enquiries and quotations, liaising with other internal departments and ensuring that clients needs are understood and met.
Duties for New Business Administrator - Intestacy/Probate:
- Act as the first point of contact for all new private client enquiries via phone, email, or website.
- Qualify and assess enquiries, identifying the appropriate legal department or specialist to handle the case.
- To log and respond promptly to enquiries, providing initial information, advice, and guidance on the firm’s services.
- Liaise with prospective clients for new work and gather information on their case specifics and requirements.
- Prepare and deliver accurate, bespoke quotations for services across various private client departments, ensuring clarity and transparency.
- Follow up on sent quotations to secure new business and answer any questions related to fees or services.
- Regularly review and monitor open enquiries and quotations.
- Work closely with other internal departments such as Private Client, International team, etc. to ensure the right services are offered based on the client’s needs.
- Provide regular updates to senior staff on new business leads and opportunities.
- Build and maintain relationships with potential clients, providing high-quality service to enhance client satisfaction and loyalty.
- Identify opportunities for cross-selling other services within the firm to existing or potential clients.
- Respond to client satisfaction surveys received from private client solicitors, advertising the services of other departments.
- Update and maintain the firm’s Client Relationship Management system with all new enquiry details and interactions. Ensure contacts details are updated/removed as necessary.
- Provide general support to management team and complete tasks as directed.
- Regularly communicate with management team.
- Manage a high workload.
- To undertake training and development as specified by line manager, management, or director.
- Undertake any additional duties appropriate to the post as requested by line manager, management, or director.
- To observe the company’s conduct code, rules, and regulations.
- To attend corporate functions as directed by line manager, management, or director.
- Attend internal or other meetings or events as requested.
Skills Required for New Business Administrator - Intestacy/Probate
- Experience within private client legal sector
- Understanding of Probate and/or Intestacy rules
- Experience of dealing with professional clients, solicitors and members of the public in a courteous and professional manner over the telephone and in writing
- Excellent communication and interpersonal skills with the ability to engage and build rapport with clients.
- Strong organisational skills, with the ability to manage multiple enquiries and tasks efficiently.
- Excellent administrative skills
- Thorough knowledge of MS Word and Outlook
- Attention to detail
