We are looking for a Legal Administrator to join a professional services firm in the Solihull area. In this role, you will provide legal services to clients in line with the firm's goals and procedures.
Main Responsibilities and Duties:
- Taking instructions for Wills, drafting and typing the documents, and ensuring they are signed by clients, while managing client matters efficiently and maintaining strong client relationships.
- Identifying when clients may need specialist advice and referring them to a supervisor as necessary during the instruction process.
- Overseeing Wills administration and implementing an effective system to ensure smooth operation.
- Handling confidential communications with clients both by phone and in person.
- Supporting the development and marketing of the department and the firm.
- Offering advice within the scope of your training, managing cases properly, and progressing them to completion.
- Keeping both clients and supervising fee earners regularly updated on case progress.
- Collaborating with partners, fee earners, and team members to maintain effective working relationships across the department
- Accurate time recording
- Securing monies on account
- Regular billing of work in progress and disbursements
- Credit control
Skills Required:
- Previous experience within a similar legal assistant, legal administrator or legal secretarial position, specifically within wills, trust and probate.
- Keeping up to date with technical knowledge by consulting with fee earners on daily matters and attending training courses as needed.
- Ensuring correct management of both office and client accounts.
- Travelling between offices when required or occasional travel as business needs, so a valid driving licence and access to a vehicle are essential.
- Always acting in a professional manner and adhering to the firm's procedures.
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