WILLS AND PROBATE - LEGAL ASSISTANT

Job Description

Salary: Competitive

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

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