Wills & Probate Paralegal

Office & Admin

18/09/2020

Wills & Probate Paralegal

Wills & Probate Paralegal.

The successful applicant must provide a high standard of service for the Probate, Wills & LPA clients of the firm and for clients from other areas of work within the private client department when required. The following list includes the tasks required to fulfil the job role. • Drafting Will & LPA documents • Attending client appointments • Responding to enquiries • Time recording all chargeable & non-chargeable time. • Corresponding with clients and third parties via telephone, letters and email. • File opening and dealing with the necessary compliance including relevant ID checks. • Producing and dealing with letters/attendance notes printed by DictateNow and getting any items signed before going in the post. • Updating and maintaining databases to correspond with the documents held in the strong room. • General administrative assistance, e.g. preparing a Will for engrossment, storing the same. • Updating ALB to include assisting with paperless department. • Ensuring the ALB matters are correctly labelled and tidy. • Raising Cheque / Bacs / TT requests. • Taking new client enquiries and allocating appointment slots. • Attending upon new clients in reception. • Booking rooms for meetings. • Making files ready for archiving and dealing with all necessary procedures. • Covering reception when needed. • Generally ensuring compliance with the firm's procedures, policies and office manual to include the firm's policies on employment, anti-money laundering, use of IT, health & safety and client care. • Any other tasks that the business may reasonably require from time to time. Required Skills & Competencies • Administrative / IT skills. • Strong communication skills. • Accurate and methodical work. • Good time keeper. • Good interpersonal & organisational skills. • Ability to work unsupervised. • Work to high levels of accuracy & attention to detail. • Confident dealing with a wide range of people via telephone, email or face to face. • Pr...

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