Job Type: Permanent, Part Time, 30 Hours Per Week, 4 or 5 Days per week (Shorter Working Day over 5 Days)
About us
Storrar Cowdry Solicitors are an established legal practice situated in a Chester City centre office since 1983. We offer a full range of legal services to individuals and businesses.
About the role
In this position, you will not just be pushing paper, but dealing directly with clients in the management of the finances for vulnerable clients and their families. This will mean liaising with our Accounts Department and the Senior Solicitor, and working alongside a very experienced part time P.A. who will provide you with any training you will require for the role. You will be speaking with accountants and preparing Reports as they will deal with all tax issues.
Key Responsibilities
* Financial oversight: Co-ordinating with accountants for tax returns and assisting in the preparation of annual trust accounts. Reconciling bank accounts with the Accounts Team on a monthly basis. Monitoring bank balances and requesting funds from brokers when required for the client.
* Client Liaison: Acting as a primary point of contact for the client, beneficiaries and financial advisor. Arranging any additional support for those with carers at home or in a care home e.g.: property repairs required, monthly payments, house insurance.
Other Matters
* Arranging annual review meetings for Trustees, Deputies and Attorneys with the Independent Financial Advisor, attending those meetings with the solicitor.
* Liaising with Trust Accountant to ensure compliance and reporting to HMRC with Personal and Trust Tax Returns.
* Maintaining spreadsheets in respect of Tax Liabilities and ensuring any payments are paid on 31 July and January each year.
* Maintaining spreadsheet in respect of accountant's annual charges.
* Monitoring client's bank balances and requesting funds from Brokers when required.
About you
We are looking for someone who balances technical precision with excellent "people skills."
Essential Skills and Experience
* Experience: At least 1-2 years of experience in a Private Client or Trust environment (preferred) - Legal or Accountancy firm.
* Technically Savvy: Familiarity with MS Word, Excel and emails.
* Organised: Juggle deadlines without breaking a sweat.
* Communication: Ability to explain processes to clients with empathy and clarity.
* Professional Growth: We actively support STEP qualifications and provide a clear path for career progression.
* Culture: A collaborative, inclusive environment where your contribution is visible and valued.
* Benefits: Competitive salary with bonus structure and a wellness package.
If you think you would be a good fit, I would love to hear from you. Please click APPLY below and tell me about yourself and any experience in the legal or accountancy sectors.
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of; Legal Assistant, Legal Secretary, PA, Legal Typist, Typist, Legal PA, Secretary, Legal Administrator, Legal Office Support, Legal Assistant, Legal Business Support, Fee Earner Support, Customer Service Administrator, Customer Service, Administrator may also be considered for this role.
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