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Sector | Legal

Vacancy Type | Hybrid Working

Job Type | Permanent

Location | Wirral

Wills & Probate Assistant

Ref: CS824

Salary: £22932 which will increase in April to £24,479


What’s in it for you!
• £22932 which will increase in April to £24,479
• Full time hours (Monday – Friday 9am – 5pm)
• 20days holiday plus bank holidays and 4days Christmas shut down
• Benefits include Perkbox and Medicash
• Workplace pension (Employee 5%, Employer 4%)
• Hybrid working (50/50) model after at least 1 month (could be longer depending on training)
• Free parking available

Why we’d work there!
Hybrid Working model
Friendly team and working culture
Good staff retention levels

What you’ll do
You will assist a team of fee earners with their caseloads including duties such as:
caseloads which may include:
• Communication with clients and third parties by telephone, e-mail and post.
• Assist fee earners to progress legal work, making appointments, managing fee earner diaries.
• CREDAS Identification checks.
• Assisting preparing of bills and obtaining client payments.
• Scanning documents, posting scanned documents to file and general file administration and organisation.
• Use of case management system and time recording.
• Accurately maintain client records and correspondence on our systems, assisting fee-earners with compliance.
• Providing initial advice and signposting to required services.
• Providing quotes to clients.
• Identifying upselling / cross-selling opportunities.
• Dealing with will traces and management of the will storage bank.
• Assisting clients with completion of their free online will and completion and return of initial paperwork.
• Record keeping and reports of statistics.
• Report to head of department with any complaints or technical issues.
• Assist other members of the immediate and wider department as required.
• Opening and closing files.

Experience you need
Experience of Microsoft packages
Proven ability in numeracy and verbal and written communication
5 GCSE or equivalent including English Language and Mathematics
Ability to work under own initiative and as a member of a team
Ability to work proactively
Good communication skills
Strong organisational and administrative skills
Accuracy and attention to detail
Computer literate/keyboard skills
Data entry skills

How you apply!
Email your CV to admin@jfrecruit.co.uk

Not for me, for a friend!
If you refer a friend, once they complete their first 8 weeks of work, contact us for a £100 voucher of your choice

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