Back to search
- Sending questionnaire forms to clients regarding wills, probate, and Lasting Powers of Attorney (LPAs).
- Handling telephone enquiries and liaising with clients to schedule appointments.
- File opening for team leaders in the Wills, Probate, Family, and Litigation teams.
- Ensuring compliance with Anti-Money Laundering (AML) requirements and maintaining general office organisation.
- Managing incoming post, filing, and post matching.
- Handling digital dictation and renaming scanned documents for the case management system.
- Recording time and preparing financial statements, including pro forma, interim, and final bills.
- Drafting attendance and file notes, as well as chasing up clients and setting up payments.
- Updating estate accounts, drafting and sending draft wills to clients, and managing will engrossment and signing.
- Maintaining the case management system, ensuring contacts, executors, and other relevant parties are up to date.
- Engrossing and sending LPAs to the Office of the Public Guardian.
- Closing files and sending documents to storage.
- Occasionally assisting on reception as needed.
- Strong oral and written communication skills.
- Highly organised and proactive.
- Team player with the ability to supervise junior staff.
- Proficiency in digital dictation and experience with case management systems is a plus.
- Attention to detail in handling client matters and preparing legal documentation.
- Competitive salary based on experience.
- Contributory pension scheme.
- 20 days’ annual holiday plus public holidays and Christmas closing.
- Office-based role in a well-equipped and air-conditioned office overlooking Blackheath Common.
- Excellent transport links, close to Blackheath mainline station, bus routes, and local amenities.
