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Wills, Trusts and Succession Assistant

Ashville Knight
Closing date
22 Sep 2021

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Wills, Trusts and Succession Assistant

Chandlers Ford, Hampshire

Full time, in the office (Part Time might be considered)

2 years+

Salary depending on experience

This well-established, and reputable law firm are seeking a Wills, Trusts and Succession Assistant to join their Private Client department. The firm are known for their great legal services.

The Private Client team deals with a range of areas including:
  • Will drafting
  • Trusts and Estate Administration
  • Lasting Powers of Attorney
  • Estate Planning
  • Court of Protection

This role will be to assist fee earners in their day-to-day work by providing support and an efficient secretarial and administrative service within the Private client department:
  • Providing full secretarial support including opening files
  • Using a digital dictation system to produce correspondence and other documentation related to Private Client matters.
  • Drafting Wills and Court of Protection applications.
  • General team administration including photocopying, faxing, filing and scanning.
  • Meeting and greeting clients.
  • Handling telephone enquiries and directing accordingly.
  • Arranging meeting room bookings/travel arrangements.

Desired skills and experience:
  • Legal Secretary or Assistant experience essential within Private Client - at least 2 years +
  • Fast, accurate typing ability, ideally using digital audio systems.
  • Experience of using case management system.
  • IT literate - Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.
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