SKILLS AND EXPERIENCE REQUIRED:

• Previous experience in a paralegal or Legal Secretary role in Wills, Trusts and Probate
• Strong attention to detail and excellent communication skills
• A proactive approach and the ability to manage multiple tasks simultaneously
• High level of attention to detail and accuracy
• Proficient in using legal software and Microsoft Office applications
• Knowledge of relevant legislation and legal procedures in private client matters
• A strong client-focused approach with the ability to develop and maintain relationships
• A team player with a willingness to learn and develop professionally
• Experience dealing with high-net-worth clients or complex estates is an advantage
• A strong desire to develop your expertise in Wills, Trusts and Probate law

CANDIDATE REQUIREMENTS:

• Strong analytical, research and critical thinking skills
• Excellent verbal and written communication skills
• Ability to work independently and remotely while meeting tight deadlines
• Ability to build and maintain effective business relationships with clients
• Commercially minded
• Innovative and the ability to challenge and adapt
• Business development experience is preferred

WHY YOU’LL LOVE THIS ROLE:

• Extensive Benefits: Enjoy a comprehensive benefits package and flexible hours, including homeworking options
• Career Advancement: Opportunities to advance your career while enjoying the professional challenge and satisfaction of supporting clients directly
• Supportive Environment: A well-structured induction, alongside support and guidance from senior management
• Purpose-Driven: Be part of a team with a clear purpose – to “improve lives, communities and society”
• Collaborative Culture: Work in a collaborative environment with people who share your values and are motivated by a shared vision

KEY RESPONSIBILITIES:

• Drafting Wills and assisting with Will preparations
• Liaising with clients, colleagues and third parties in a professional and timely manner
• Diary management, filing and document preparation
• Managing correspondence, including drafting letters and emails to clients and other stakeholders
• Assisting with the administration of estates, including applying for Grants of Probate
• Assisting in the preparation and administration of trusts
• Conducting legal research and preparing correspondence
• Assisting senior colleagues with complex cases and transactions
• Ensuring compliance with relevant legal and regulatory requirements
• Supporting the team with client billing, compliance and time recording