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- Dealing with queries raised by clients, solicitors and other involved parties
- Provide client updates and monitor matter progression
- Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations
- Supervised drafting of basic correspondence, forms and documents.
- Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC
- Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates and other associated legal documents.
- Maintaining contact lists and calendars for fee earners
- Monitoring deadlines, manage appointments and diaries
- Searches and registering Wills with Certainty
- Preparing and submitting bills, payments and receipts, liaising with the finance team
- Preparing Estate Accounts on Excel
- Handling overflow client telephone calls
- Reception cover
- Preparing and taking the banking and post
- General administrative tasks
- Other duties as required to ensure the efficient running of the office
- Preferably previous work experience as legal assistant/secretary
- Satisfactory knowledge of day-to-day operations of a legal office
- Advanced computer literacy (word, excel, outlook)
- Working knowledge of case management software
- Proficiency in English
- Excellent administrative and organisational skills
- Ability to juggle multiple activities and work under pressure
- Attention to detail
- Excellent communication skills
