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Administration Assistant - Private Client

External
Holmes And Hills Llp logoHolmes And Hills · Braintree
Full-timeOn-site1w ago
Documentation
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About the role

THE ROLE Due to an internal promotion, we are seeking an organised, proactive and detail-oriented Administration Assistant to join our friendly and supportive Private Client team. Working alongside experienced Lawyers and Legal Assistants, you will play a key role in providing administrative support across matters involving Wills, Probate, Lasting Powers of Attorney and Estate Planning. This is an excellent opportunity for someone with strong administration skills who enjoys working in a professional, client-focused environment and takes pride in delivering high-quality support. WHAT SKILLS & EXPERIENCE DO I NEED? Previous administration experience, ideally within a law firm or professional services environment Excellent attention to detail and accuracy Strong organisational and time management skills Good IT literacy and confidence using case management systems and Microsoft Office Professional and confident communication skills Ability to manage multiple tasks and priorities effectively KEY RESPONSIBILITIES Storing Wills, including sending closing letters and copies to clients Preparing meeting packs and retrieving documents in readiness for client meetings Printing and engrossing Wills and legal documentation Completing deed indexing forms Scanning, saving and maintaining client identification documents within the case management system Organising certified copies of Lasting Powers of Attorney for Attorneys Opening, closing and archiving files, including returning original documentation to clients and Executors Carrying out verification, bankruptcy and insolvency searches Preparing client care letters and general correspondence Processing cheque and cash payments Check certainty Will searches Handling client enquiries professionally and efficiently Audio dictation and document production Verifying bank details Preparing marketing letters relating to Wills and Conveyancing Witnessing Wills when required Requesting copies of Titles, Wills and Court of Protection documentation Supporting occasional home visits or probate property visits Assisting with ad hoc projects and administrative tasks Managing and organising probate diaries and key dates WHAT ATTRIBUTES DOES THE ROLE REQUIRE? Excellent organisational skills Reliable and dependable approach Strong communication and interpersonal skills Ability to multitask and prioritise effectively A positive, team-focused attitude Professionalism and discretion when handling sensitive information WHAT WE OFFER At Holmes & Hills we pride ourselves on a culture of collaboration, respect and authenticity. We are a modern and progressive firm committed to delivering exceptional client service while supporting the development and wellbeing of our people. Competitive salary A supportive, relaxed and flexible working environment 28 days annual leave, plus bank holidays Medicash cashback scheme after one year's service Life Insurance Employee Assistance Programme (EAP) Physical and mental wellbeing support, including 24/7 virtual GP access Enhanced maternity and paternity pay Family-friendly policies and family events leave Company sick pay Cycle to Work scheme If you are highly organised, proactive and looking to build your career within a respected and supportive legal team, we would love to hear from you.


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