Legal Assistant - Private Client Job at Shakespeare Martineau (Nottingham)

Job Description

Our Private Client team has a fantastic opportunity for a talented Private Client Legal Assistant to provide proactive and professional support to the wider Private Client team. Our experienced and approachable team works with families and professional advisers across the country. We are a sociable, friendly team – busy and hardworking, while ensuring a good work/life balance. The work is varied and rewarding, with a good degree of autonomy and encouragement to develop. For this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and friendly team providing assistance to the private client team.

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts
Drafting client contract letters and initial letters for probate files, utilising initial information provided by fee earners
Collating information for fee earners ahead of client meetings
Filing and file management - regular retrieval of physical files and both manual/electronic filing
Updating Aderant and case management systems
Handling incoming/outgoing post
Diary management for senior fee earners, scheduling team meetings
Recording expected payments and claiming unreferenced payments including foreign payments and cheque requests
Engrossing Wills and ancillary legal documents
Liaising with paralegals and other team members to ensure matters are progressed
Supporting fee earners in other office hubs where needed, both remotely and in person if required

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

What we offer

Agile working and offer a blended approach to where and how we work
Flexible working
Access to award-winning learning
Opportunities to collaborate across a diverse network of specialists

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Legal Assistant - Private Client

Job Description

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