Private Client Legal Assistant

A Large Scottish firm in Central Edinburgh is keen to bring in a Legal Assistant to join its busy, friendly, close-knit Private Client team!

• Open and supportive working environment
• Determined to support and encourage career development, offering excellent learning and development opportunities through the firm’s training academy
• Generous salary banding up to £30,000
• Work closely with expert lawyers and specialist teams
• Opportunity for promotion as the business expands, taking on more responsibility
• Office-based role providing a stable work environment

The Role

Due to continued growth and expansion, the Private Client team in Edinburgh is very busy and requires your support in helping fee earners with their busy caseloads. You will assist with wills, trusts, estates, powers of attorney and inheritance tax planning.

• Managing administration of Executries, Probates and Trusts
• Liaising with and providing administration support for Solicitors and Case Handlers
• Responding to enquiries via email, telephone and letters
• Processing the mail
• Working with the online case management system, keeping records up-to-date
• Answering calls
• Drafting Declinatures for Wills
• Retrieving Wills from storage
• Requesting cheques on behalf of fee earners
• Preparing and implementing mandates
• Setting up new files on behalf of fee earners
• Filing
• Arranging signing of mail and Declinatures
• Booking meeting rooms
• Taking payments from clients using the payment platform

• Basic understanding of private client matters, including wills, trusts, estates and inheritance tax planning
• Previous experience as a Legal Assistant

The firm is keen to fill this role as soon as possible due to a recent increase in business. If you meet these criteria and are interested in the role, please apply now!

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