Private Client Legal Assistant

at  G2 Legal Limited

Salary: £25k - 30k per year + Birthday Holiday
Reference: 1575119-1-JB-4-GEM
A Large Scottish firm in Central Edinburgh is keen to bring in a Legal Assistant to join its busy, friendly, close-knit Private Client team!

EXPERIENCE YOU’LL NEED

• Basic understanding of private client matters, including wills, trusts, estates and inheritance tax planning
• Previous experience as a Legal Assistant
  The firm is keen to fill this role as soon as possible due to a recent increase in business. If you meet these criteria and are interested in the role, please apply now!

Due to continued growth and expansion, the Private Client team in Edinburgh is very busy and requires your support in helping fee earners with their busy caseloads. You will assist with wills, trusts, estates, powers of attorney and inheritance tax planning.

• Managing administration of Executries, Probates and Trusts
• Liaising with and providing administration support for Solicitors and Case Handlers
• Responding to enquiries via email, telephone and letters
• Processing the mail
• Working with the online case management system, keeping records up-to-date
• Answering calls
• Drafting Declinatures for Wills
• Retrieving Wills from storage
• Requesting cheques on behalf of fee earners
• Preparing and implementing mandates
• Setting up new files on behalf of fee earners
• Filing
• Arranging signing of mail and Declinatures
• Booking meeting rooms
• Taking payments from clients using the payment platform