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Our Private Client group is based across our Uxbridge, Chesham, and Ascot Offices. The Group Head for Private Client is Amanda Melton.

The team is led by Jacqueline Almond, and they provide legal service to clients on all aspects of wills, trusts, tax planning, Enduring Powers and Lasting Powers of Attorney, Court of Protection and Probate law.

The wider Private Client group is recognised as a regional heavyweight and includes a specialist Estate Planning team, a High-Net-Worth Residential Property team, Contentious Probate team and an Education Law team.

This is an administrative role supporting and working with partners and lawyers across the Wills, Trusts, Probate and Court of Protection team, each of whom has a caseload including both routine and more complex legal work in this area.

1. Legal tasks as required including:

• Drafting documents including deputy applications, Trustee Act applications, deputy reports, lasting powers of attorney and witness statements.
• Recording chargeable and investment time.
• Preparing standard correspondence and documents on matters.
• Assisting the Court of Protection fee earners.
• Checking lengthy documentation and proofreading as required.
• Completing legal forms.
• Paying bills on behalf of clients.

2. Administrative tasks to include:

• File opening in accordance with IBB procedures to include data input, completion of internal forms and procedures, preparation of anti-money laundering documentation, setting up the paper file and file labels, preparing the initial letters for fee earner review.
• File closing in accordance with IBB procedures to include data input, checking ledger balances, filleting files, returning client documents, completion of internal forms.
• Preparation of bills in accordance with IBB procedures, to include collating disbursement receipts, liaising with accounts and preparing all documentation to be sent to the client in accordance with defined procedures.
• Filing time sheets, incoming correspondence, outgoing copies, invoices, reports and paper files in/out of the filing system. Assisting with file checking and organising in preparation for semi-annual quality audits.
• Checking deeds in and out of the deeds storage facility.
• Printing, scanning, copying documents. Generally liaising with the document management centre on document production/collation tasks.
• Ad-hoc data input as and when required (CRM and PMS).
• Maintaining Court of Protection calendar.

3. Any other duties as and when required.

Education

• Educated to degree level standard or equivalent, preferably in law.

Skills

• Advanced working knowledge of Microsoft applications including Word, Excel and PowerPoint
• Experience of using a legal Practice Management System is a distinct advantage
• Strong communication skills
• Highly literate and numerate with the ability to read and assimilate complex written information
• Strong legal research skills
• Focussed on accuracy and attention to detail with the ability to proof-read
• Well organised and able to work to deadlines and guidelines