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Court of Protection Legal Administrator

Experience level: Entry Level
Term: Permanent
Working hours: Full-time
Department: Wills, Trusts and Probate
Location: Chesham

Private Client Group

High net worth private clients form a significant part of the client base for IBB’s private practice. Services including wills, probate, tax, trusts, estate planning and property advice for individuals. Work is also undertaken for institutional clients. The team is particularly strong in its Court of Protection work. Five solicitors are members of STEP. Other related teams with whom there is a close working relationship are contentious probate, charities, family law including children’s cases, employment and personal injury.

Job Purpose

This is a central support role Court of Protection part of the private client team and will require you to undertake a number of key routine and non-routine tasks. 

Key Responsibilities

1.  Legal tasks as required including:

  • Drafting documents including deputy applications, Trustee Act applications, deputy reports, lasting powers of attorney, witness statements

  • Recording chargeable and investment time

  • Preparing correspondence and documents on matters

  • Liaising with clients and others by email, telephone and in person

  • Assisting the Court of Protection fee earners

  • Checking lengthy documentation and proofreading as required

  • Completing legal form

  • 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. Collecting deeds from the floor and returning them to storage.

  • 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

Person Specification

Education

  • 5 GCSEs A – C inclusive of Maths and English or equivalent

Experience and Skills

  • Previous experience working in an administrative capacity in professional services is advantageous
  • Advanced working knowledge of Microsoft applications including Word and Excel
  • 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

  • Focussed on accuracy and attention to detail with the ability to proof-read

  • Well organised and able to work to deadlines and guidelines