About The Role
We are looking for a proactive, highly organized, service-focused individual, with a keen financial focus, to fulfil a crucial role in our Older and Vulnerable Persons (OVP) / Court of Protection team as part of our Private Client function.
Based in either our Northampton or Cheltenham Office and reporting to our Head of Team, you will provide in-depth business support to the Partners and fee earners within the OVP team.
Responsibilities
* Keeping accurate financial data for vulnerable clients.
* Accessing bank accounts, managing and making payments as directed.
* Regular reconciliation of bank statements as they come in monthly.
* Oversight of client finances, alerting Fee Earners where Local Authority thresholds are approached and forecasting to ensure funds can be drawn down or topped up as appropriate.
* Ability to make phone calls and organise diaries/inboxes as required for a wide team.
* Preparation of bills and sending to clients.
* Keeping other client spreadsheets, records and information up to date.
* Financial filing and allocation of post electronically.
* Setting up bank accounts.
* Making telephone calls to the court, OPG, clients and third parties.
* Being the first point of contact for any administrative and business support requirements for fee earners, anticipating the team’s needs where possible.
* Providing administrative and secretarial support to the Head of Team as Notary Public, including arranging appointments, sending terms, raising bills, scanning and storing Notarial documents.
About You
You will have:
* Experience within a legal environment or professional services environment would be advantageous.
* Comfortable with figures and account reconciliations. A strong accounting/financial background would be an advantage.
* Adept with Excel spreadsheets and data entry.
* Experience in case management systems would be desirable.
* Experience of working in a client/customer facing environment.
* Sound knowledge of IT skills in Microsoft Office, Outlook, Word, Excel and Teams, Zoom, etc.
* Excellent attention to detail in all aspects of your work.
* Strong communication and organisation skills.
We are open to seeing candidates who are looking for part-time or full-time hours.
Benefits of working with us as a Legal Assistant
* Scottish Widows Pension Scheme
* Support staff bonus scheme
* Electric vehicle scheme
* 28 days annual leave (plus public holidays)
* Happy People / Perks at Work benefits portal
* Cycle to Work scheme
* Life Assurance
* 1/3 gym membership contribution
* Flu vaccinations
Equal Opportunities
As HCR is an equal opportunities employer, we celebrate differences and aim to create an inclusive workplace. We are also an armed forces-friendly organisation.
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