Legal Assistant; Court of Protection

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.

• 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.

You will have:

• Experience with in 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.

• 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

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.