Legal Assistant

PRIVATE CLIENT LEGAL ASSISTANT ST ALBANS SALARY DEPENDENT ON EXPERIENCE

Elite Touch are excited to be working with their well established client who are now seeking a legal assistant to join their friendly private client team, based at their St Albans office.

Activities will be varied and will include, but are not limited to the following:

• Taking client instructions and progressing the matter file under the TL’s instructions. This may include amongst other things drafting Wills, Powers of Attorney and dealing with the administration of Estates and Trusts.
• To provide a courteous and efficient service to clients.
• To ensure that work sent to clients and related parties is correctly prepared in accordance with the firm’s standards and precedents and the TL’s instructions.
• To observe the code of practice in all areas as detailed in the Solicitors Code of Conduct and to observe fully the requirements of the Solicitors Accounts Rules.
• To report complaints from clients or third parties to the HOD.
• To produce fees in accordance with the fee target set at the beginning of each financial year and to record a minimum of 720 hours of chargeable time per annum (at an average of 60 hours per month) at charging rates agreed by the TL.
• To introduce clients to lawyers in different departments as appropriate.

• Maintaining control of an allocated caseload to ensure that standards of matter conduct, file management, administration, time-recording and accounting are maintained at all times. To include:
  • Input onto probate accounting systems for probate matters and generating reports and forms as required
  • Drafting Legal Statements for probate applications
  • Drafting Wills and Lasting Powers of Attorney
  • Preparation of any other documents and work as required by Team Leader
• To be fully conversant with the firm’s computer systems and follow IT instructions directly and through procedures tabs.
• To work in a tidy organised manner by reducing unseemly clutter and ensure files are relocated in the cabinets provided.
• To bill all matters promptly and accurately; to maintain a justifiable and accurate level of work-in-progress; to pay and collect disbursements in accordance with professional and internal practice; to properly account for all client monies and effect transfers from client to office account when appropriate.
• To collect all outstanding costs and disbursements from clients and ensure that levels of unpaid costs do not exceed those levels authorised by your Team Leader.

• Opening and closing client files in accordance with standard procedures including performing on-line money laundering checks
• Answer the telephone or meet clients who call into the office without an appointment on behalf of the Lawyers, answering queries and taking messages where appropriate and making appropriate file notes
• Liaison with clients as instructed
• Maintain Lawyers’ diaries and make appointments
• Organise internal and external meetings including meeting room bookings and if appropriate organising refreshments.
• Manage outgoing post and emails as required.
• Maintaining internal and client files to ensure they are up-to-date at all times.
• Undertake typing duties for fee earners
• Collate work received from the outsourcing company including arranging necessary enclosures so that it is ready to send out
• Liaison with the Accounts Department as appropriate to ensure timely and accurate accounts administration, including receiving cheques, entering on file and passing to accounts
• Input onto Peppermint/Isokon client and potential client contact details
• Undertake administrative duties such as photocopying
• Administration associated with the archiving of files
• Create and maintain a tidy and well organised office environment.
• Ensure the faults with the department’s IT, printing, photocopying and fax machines are reported appropriately
• Work as part of a team, assisting with secretarial and telephone cover as required.
• Act on instructions from lawyers to perform tasks in connection with client/administrative matters
• Initial handling of client queries that arise from “drop in” service
• Update and keep track of…