The Opportunity:
You will be responsible for ensuring the registration of Trusts with the Trust Registration Service in accordance with the 5th Anti Money Laundering Directive are being carried out andwill provide comprehensive archiving and administrative support to the firm. You will be supporting our Private client team as well as across other departments where referrals are made. The hired candidate will receivedetailed training on the Trust Registration process.
The Role:
This role will see the successful candidate undertaking the following tasks:
* Researching the Practice Management system for all Trust Documents
* Carrying out research for Matters that have been identified with Trusts that need registering with the Trust Registration Service (TRS)
* Working with the Private Client team and supporting other teams with the work which is referred across.
* Contacting Clients and informing them of their unregistered trusts and guiding them through the registration process of the TRS
* Liaising with Clients through emails and telephone calls
* Using our ALB system to update data records
* Booking meetings with Clients
* Invoicing Clients for fees of their registration of Trusts with the TRS
* Meeting and greeting clients and taking ID documents
* Ensure all feedback received from Clients or 3rd parties regarding the Firm or a service provided is passed on to the appropriate individual.
* When appropriate, make file notes of meetings or telephone calls
* To undertake any specified responsibility and to be familiar and comply with the requirements of all regulatory/professional quality standards within your Department, the Firm’s compliance and quality standards procedures and policies
* To undertake any other reasonable duties or activities which may be allocated
The Candidate:
The ideal candidate will be adept at managing multiple tasks and have a good attention to detail. They should be a team-player who can quickly gain the trust of their team and clients as well as our professional colleagues in this demanding area of legal work. We pride ourselves in putting our clients at the forefront of what we do, and we are looking for candidates who share this passion.
We are looking for a candidate who:
* Can ensure that all documents are produced in accordance with Firm’s house style
* Will becompetent in each of the firm’s systems including: Microsoft software packages, ALB (Practice Management system) and any bespoke packages as required
* Will report any IT/PMS issues to the relevant individuals or 3rd party IT Support provider
* Can troubleshoot equipment when required
#TeamSpire:
Spire Solicitors LLP is one of the largest legal firms in the region. With our head office in the heart of Norwich city centre, we have a strong regional presence with offices in market towns throughout Norfolk including Attleborough, Aylsham, Dereham, Diss, Watton and Wymondham. We offer a comprehensive range of legal advice and we pride ourselves on our friendly and personable culture.
Benefits:
* Healthcare cash plan with Bupa
* Contributory pension scheme
* 25 days’ annual leave (FTE), plus Bank Holidays
* 2 self-care days per year (FTE)
* 3.5 days paid "close down" days at Christmas
* Personal Development Plan to support your career
* Wellbeing Champions to support your wellbeing within the firm
* Agile/Flexi Working Policy
* Staff events, and an active social committee
* A collaborative and engaging company culture
Equal Opportunities:
Spire Solicitors LLP is an equal opportunity employer with all applicants considered for interview and potential subsequent employment without regard to disability, gender identity, race, sex, sexual orientation, or any other legally protected status.
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