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Job Description

Main Duties

To assist the Will drafting team and carry out day to day administrative tasks to ensure the smooth running of the company.

 Key Responsibilities

• Sort all incoming post
• Log all new clients and matters on to the in-house systems
• Chasing clients to return the relevant documentation to complete their Will.
• Keep in-house records up to date and accurate notes following telephone conversations and saving correspondence to file
• Process cheque, credit and debit card payments
• Handle incoming calls from clients and answer the main switchboard number in a timely and polite manner, following data protection procedures, taking detailed messages where necessary and passing them to the appropriate team member.
• Process Wills for storage, both incoming and outgoing including checking Wills for validity and reprinting invalid Wills
• Assisting with general administration tasks, e.g. shredding, outgoing post, document scanning, photocopying, filing
• Recording on client files LPA’s received, scan LPA’s to file, create photocopies of LPA’s and stamp with certify stamp for Will Drafters
• Archive storage, retrieving and returning files to storage and creating new archive files when required
• Processing changes of address, updating client’s files
• Carry out any other reasonable administration tasks as required by management

Responsible To:                    

• Office Manager

Qualifications, Skills and Knowledge

• Competent IT skills
• Ability to prioritize tasks and workload
• Good organizational and record keeping skills
• Ability to multi task
• Good team player with the ability to use own initiative
• Flexible, Adaptable and Conscientious
• Keen eye for detail
• Excellent written and oral communication skills

Working Hours

• Monday – Friday 
• 9am-5.30pm