Drafting documents including wills, lasting powers of attorney, witness statements, oaths, estate accounts
Loading information onto and using the probate tool
Recording chargeable and investment time
Preparing standard correspondence and documents on matters
Liaising with clients by email, telephone and in person
Assisting solicitors and other fee earners
Conducting legal research using tools such as LexisNexis and Lawtel Westlaw
Checking lengthy documentation and proofreading as required
File opening in accordance with IBB procedures to include data input, completion of internal forms and procedures, preparation of anti-money laundering documentation, setting up the paper file and file labels, preparing the initial letters for fee earner review
File closing in accordance with IBB procedures to include data input, checking ledger balances, filleting files, returning client documents, completion of internal forms.
Preparation of bills in accordance with IBB procedures, to include collating disbursement receipts, liaising with accounts and preparing all documentation to be sent to the client in accordance with defined procedures
Filing time sheets, incoming correspondence, outgoing copies, invoices, reports and paper files in/out of the filing system. Assisting with file checking and organising in preparation for semi-annual quality audits.
Checking deeds in and out of the deeds storage facility. Collecting deeds from the floor and returning them to storage.
Printing, scanning, copying documents. Generally liaising with the document management centre on document production/collation tasks.
Ad-hoc data input as and when required onto PMS (SOS Connect) and RMS (Records Management System.
Required Knowledge, Skills, and Abilities
Advanced working knowledge of Microsoft applications including Word, Excel and PowerPoint
Experience of using a legal Practice Management System is a distinct advantage
Strong communication skills
Highly literate and numerate with the ability to read and assimilate complex written information
Strong legal research skills
Focused on accuracy and attention to detail with the ability to proof-read
Well organized and able to work to deadlines and guidelines
Excellent written and verbal communication skills
A high level of IT proficiency
Good time management skills
High level of accuracy and attention to detail
Ability to work effectively independently or as part of a team
Strong interpersonal skills
Willingness to proactivity take ownership of own learning and development