This is an exciting opportunity for an experienced probate paralegal/fee earner to join an expanding probate team. You will initially be home based and will be provided with all necessary equipment needed, going back into the office when allowed which is based in central Leicester.
You will take on a caseload of probate matters which will entail:
Keeping Clients informed of progression on matters;
Uploading correspondence/keeping case management system updated on a daily basis;
Dealing with all assets and liability organisations in a timely and efficient manner;
Raising invoices for your matters in a timely and efficient manner;
Monitoring flags for WIP credit limit;
Completing IHT forms efficiently and accurately;
Checking that data protection laws are being adhered to in relation to storage of data;
Maintaining accounting software in preparation for audit;
Taking calls for the probate department and actioning as appropriate;
Researching cases and legal information;
Ensuring all documents comply with Legal standards;
Opening and running checks on files, supporting clients through the transactions and dealing with post completion matters;
Following up outdated invoices for client balance;
Prepare and modify documents including correspondence as advised by your manager;
Ensuring that all duties are carried out in line with all Company Policies & Procedures;
Complete and aim to exceed all identified KPI’s;
You will be able to demonstrate the ability to manage a caseload autonomously with minimal supervision.You must be able to demonstrate at least 2 years probate experience.
You will have strong organisational skills with the ability to multi-task and prioritise your workload. This will be combined with excellent written and spoken communication skills.
You must be proficient with Microsoft packages.