Team Assistant - Wealth Preservation

at  Greenwoods Legal LLP

ABOUT US:

Greenwoods is not an identikit law firm, we operate across offices in Peterborough, Cambridge, and London, specialising across Real Estate, Wealth Preservation, Corporate and Commercial, Employment and Disputes. We employ over 100 people with a strong 5-year growth plan.
At Greenwoods Legal LLP, we strive to build relationships with our clients that are more than the provision of legal services - our aim is to become a true legal partner.
We offer the highest standards of service and pride ourselves on offering a truly personalised approach. This enables us to build and establish trust as our relationships evolve. We are also a great career choice. We are completely focused on delivering the ideal conditions for everyone’s success.

• Preparing documents, letters, emails and attendance notes, as well as ensuring documents are filed onto our case management system correctly.
• Entering details onto relevant databases, such as asset and liability database.
• Monitoring reminder databases & notifying relevant team member or client e.g. ‘Certainty’ 5 year Will reminders.
• Preparing engrossments, preparing bundles and binding.
• Drafting of basic Wills, LPAs and Court of Protection applications; and completion of forms relating to tax i.e. Inheritance Tax.
• Entering daily post onto our case management system correctly and distributing within the team.
• Undertaking regular reviews of files, checking account balances to ensure that all files which are not current are archived.
• Taking accurate phone messages, trying to assist and answer any non-legal queries if possible.
• Working with the Risk & Compliance team to onboard new clients and open files.
• Developing good knowledge of the Firm’s accounts procedures to respond to queries including: cheque requisitions, BACS authorisations and procedures to process client monies.
• Managing the billing process, preparing invoices using IAFs, aswell as checking for monies on account and to see whether bills have been paid.
• Run weekly matter reports and weekly debtors reports for the Department Manager.
• Arranging internal team meetings, collating and preparing information for internal meetings, producing agendas and preparing / circulating required papers.
• Team diary management including arranging meetings and appointments, both internally and externally.
• Making travel, lunch, meeting room and accommodation arrangements for team members.