Job Description
Details
Fixed-term contract
Leeds
30/06/2023
Location
2 Embankment
Sovereign Street
Leeds,LS1 4BA
About us
Lupton Fawcett LLP is a well-established law firm with offices in Leeds, Sheffield and York.
We seek a legal assistant to join our Private Client team at our Leeds office. Experience in a similar role is preferred but not essential.
Key Responsibilities:
You will be required to do the following:
Provide a full and effective secretarial support for the department as per the Legal Secretary JD (Appendix A – attached);
Working with team members to assist in handling, estate administration matters, Wills, Powers of Attorney, Trusts and Court of Protection work;
Exposure to residential matters such as estate property sales, obtaining office copies (estate sales are however dealt with by our dedicated conveyancing team);
Copy typing and digital dictation to prepare general correspondence and composing of letters;
Managing and administering high volume of incoming and outgoing post and email correspondence;
Managing incoming and outgoing post/faxes for the department, including urgent hand deliveries (if required)
Answering high volume of telephone calls and taking messages, subsequently arranging appointments on behalf of senior members of the team;
Answering client queries where possible;
Create own standard letters through in-house Case Management system
Taking minutes from team meetings;
Managing billing and preparing files for archiving, paying in and requesting cheques;
Booking rooms for meetings;
Binding documents for execution, such as Wills, Lasting Powers of Attorney and Trust documents
Acting as a witness to Wills for clients
File opening;
Prepared to assist in other departments as an when required;
Demonstrate an awareness of in house standards both on an individual basis and the firm as a whole
Carry out any other reasonable tasks as and when required
Secretarial Duties:
You will be required to do the following:
Production of all the department’s documents and correspondence not otherwise produced by the Document Production department.
Proof reading and checking of final documents as authorised by Solicitors preparing and collating all necessary attachments prior to dispatch.
Provision of quality control and service feedback to the Document Production Team.
Liaising with the Document Production Team as necessary to ensure all documents are produced within the required deadlines.
Liaising with the Administration hub to ensure effective delivery of:
Closing of files and archiving.
Scanning, copying or faxing.
Preparation of bundles or binding.
Production of CD covers, labels and bibles.
Sorting and distribution of post.
Liaising with Solicitors and/or clients to efficiently complete the file opening process. Maintenance of Solicitors’ electronic and hard copy files.
Acting as a point of contact in the absence of an executive liaising with clients, other professionals and colleagues on their behalf.
Assisting Solicitors with management of client accounts and liaising with Finance Department as necessary.
Diary management.
Recording of undertakings.
Organising external and internal meetings on behalf of Solicitors.
Preparation and completion of any forms, searches, applications relevant to client matters.
Any other duties as reasonably requested in keeping with the general profile of the role.
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