My client is searching for a Legal Assistant to join their Wills and Probate team based in Birkenhead, Merseyside.
Job purpose:
To provide an effective and comprehensive administration service, working as part of a collaborative and collegiate Wills and Probate team by:
- Dealing with direct emails and telephone calls from regional managers of the Unions and Thompsons.
- Make calls to the Probate Registry.
- Contacting members to assist with any issues they are having when trying to complete their free online will (this could be because of IT issues, ticked the incorrect box etc)
- Reviewing emails where the process has been locked for certain members (IHT, care home protection, foreign assets etc)
- Passing details of those members who need a more complex Will which, therefore, does not qualify under the free Will system to the staff member who informs the members of costs for a payable service.
- Daily review of the additional will services email inbox.
- If the member cannot complete a free online Will then a paper application needs to be sent to that member to complete.
- Weekly reports of stats to various members of staff.
- Report to team leader with any complaints or technical issues.
- Assisting with basic will drafting and preparing of bills.
Skills and Experience
- Ideally previous Wills and Probate experience
- Ability to work under own initiative and as a member of a team
- Ability to work proactively
- Good communication skills
- Computer literate/keyboard skills
- Data entry skills
- Team working
- Experience of Microsoft packages
- Ideally a knowledge of conveyancing processes and procedures
- Ideally experience of Proclaim electronic case management system or similar
Relevant education/training
- Proven ability in numeracy and verbal and written communication
- 5 GCSE or equivalent including English Language and Mathematics
- It would be desirable but not essential to have 2 or more A levels or equivalent
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.