Private Client Legal Assistant / Paralegal
Harwood Recruitment Solutions Limited
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Private Client Legal Assistant / Paralegal
27 March by Harwood Recruitment Solutions Limited
Harwood Recruitment Solutions Limited jobs

A leading Law firm is looking for an experienced Private client Paralegal or Legal Assistant to join their fast paced and friendly team in Worthing.

The role will involve -

  • To assist fee-earners in the management of caseload by actioning legal procedures as directed by them. Including (but not limited to) the areas of: Wills and Trusts, Estates, Estate Administration, Powers of Attorney and Court of Protection.
  • To assist fee-earners in the management of a caseload by dealing with file related queries, face to face or by telephone.
  • To process matters in a timely and cost-effective manner.
  • To support fee-earners in the maintenance of files by effective file management.
  • To ensure that clients are dealt with efficiently and politely and that appropriate legal matters are raised with the fee-earner.
  • To attend to clients, taking instructions and making enquiries as necessary.
  • To follow correctly all procedures and systems in order to manage cases effectively and in accordance with the firm’s standards and legal requirements. Including efficient use of the case management system.
  • To form part of a centralised process for handling requests for files and documents by clients or to other solicitors.
  • To improve and enhance the firm’s client base by effective liaison with existing clients.
  • To help maximise the firm’s potential to cross - sell services by identifying appropriate opportunities (with guidance.)
  • To manage own work allocation, productivity and quality of work with supervision.
  • To comply with all private client and firm policies and procedures.
  • To ensure our clients and introducers of business receive the best possible service at all times
  • To provide holiday/absence cover for other support staff in the department where appropriate.
  • To provide cover for Reception/ office administration where appropriate.
  • Any other reasonable duties, which your line manager may request for time to time.

Key Responsibilities

  • Help with the processing of cases and files
  • To help develop department precedents
  • To follow firm and department policies
  • Complying with SRA professional conduct rules and Law Society guidance for private client work
  • Do only work with the scope set by the department and within your own capabilities

General

  • Responsible for self-development and compliance with relevant training requirements in the area of Private Client as well as wider core skills
  • Conduct self-appraisal and development planning
  • Complete time recording (as appropriate)
  • Follow administrative systems and procedures
  • To ensure confidentiality and security of firm’s and client’s documentation and information
  • Shared general administrative duties including photocopying, scanning, filing, door answering and letter writing, opening and sorting incoming post, franking external post and assisting reception as required.

Person Specification

  • Previous experience as a Legal Secretary/Paralegal (ideally in Private Client)
  • High level of attention to detail
  • IT literate - Microsoft Word/Excel/Outlook/Digital Dictation/Case Management Systems
  • Strong organisational and time management skills
  • Fast, accurate typing ability using digital dictation and audio systems
  • Excellent communication skills and team player
  • Proactive, professional and friendly demeanour

Please apply today, this role offers excellent benefits, including free parking, career development and a supportive and friendly team!

Reference: 54396921
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