Purpose of the job
You will work in the Private Client team to provide professional, pro-active, high level secretarial support on a broad range of issues relating to estates and private property, tax and planning. You will work with an allocated fee earner or group of fee earners as well as supporting the wider fee earning team.
The team covers:
* Will drafting
* Succession planning
* Tax efficient lifetime giving
* Disputed Wills
* Creation administration and termination of trusts
* Advice to Trustees and Beneficiaries
* Trust Taxation
* Offshore trusts
* Lasting Powers of Attorney
* Administration of Estates
Accountabilities:
Technical ability
* To produce and amend documents with speed and accuracy
* To format, paginate, number and present documents in Birketts LLP house style
* To proof read all work, checking for spelling and grammar
* To be a user of key software packages and take responsibility for any training needs to improve relevant skills needed to meet the needs of the business
* To proactively work with the fee earners to ensure relevant documentation is produced to meet clients' expectations and deadlines
* Use of Isokon for the administration of estates would be a benefit
Administrative skills:
Manage diaries of allocated fee earners in Microsoft Outlook to include:
* Familiarity with the creation and management of datarooms and file management processes
* Making appointments
* Arranging meetings/conferences
* Sending and responding to invites
* Process expense claims, payment requisition forms, returned advances
* To process all forms including new client form, new matter form, money laundering form, training course booking forms etc.
* To ensure that all electronic filing and paper based filing is up to date and maintained at regular intervals
* To prepare narratives and bills and keep billing files up to date
* To carry out photocopying and scanning as required
The candidate
You will have the ability to contribute at an operational level, with excellent communication skills and can demonstrate general skills in:
* Strong administration experience
* Positive, enthusiastic and professional approach
* Strong attention to detail, high level organisational skills and reliable
* Self-motivated with an ability to use own initiative with a desire to learn
* A desire to share new processes to support the wider team
* Working within the Legal sector
Skills
* Strong typing speed of at least 50 wpm
* Excellent spelling and punctuation
* Excellent written and verbal communications
* Ability to use discretion
* Excellent IT skills, including Outlook, Word, PowerPoint and Excel
* Positive and enthusiastic approach to team work
* Good telephone manner
* Adaptable and flexible
* Self-motivated, ability to use initiative and provide pro-active support to fee-earners
* Ability to pay attention to detail and check own work
* Reliable and well organised
* Ability to remain calm and work under pressure to meet strict deadlines
* Commitment to ongoing learning and development
Job Type: Full-time
Work Location: In person