Wills, Probate and Estate Planning - Onboarding Assistant - Andover, Romsey, Salisbury, Totton or Witney

Wills, Probate and Estate Planning - Onboarding Assistant - Andover, Romsey, Salisbury, Totton or Witney Role: On-Boarding Assistant Department: Wills, Probate and Estate Planning Office: Andover, Romsey, Salisbury, Totton or Witney

We are looking for an Onboarding Assistant to join our Wills, Probate and Estate Planning team. Due to the nature of this role in assisting the department as a whole, we can be flexible on office location.

The role

The role will consist of the following duties;

• Primarily responsible for dealing with new client enquiries and onboarding to include making appointments, setting up files, dealing with initial compliance matters/ID checks and ensuring that clients get a consistent and excellent level of service when making enquiries or giving us new instructions;
• Answering new telephone and email enquiries for all offices;
• Acting as the first port of call for the Wills, Probate and Estate Planningteam and meeting with walk-in prospective clients at the respective office;
• Diarising meetings for Legal Professionals;
• Using Partner for opening files and new matters;
• Compliance tasks, to include; and
  • Creating and reviewing Legls and uploading to Partner
  • Unlocking and resurrecting files
  • Completing file opening checklists to make sure files are being opened correctly and are fully compliant with our firm-wide Compliance procedures
• General administrative support including assisting with Will searches or collections at the respective office and writing letters/posting documents to clients.

The candidate

The candidate will have the following skills;

• Excellent communication with clients and colleagues both over the telephone and by email;
• Good organisational skills, managing initial client appointments and ensuring Legal Professionals are forwarded all relevant information;
• Attention to detail to ensure all client information is accurately recorded and all compliance requirements are completed;
• Due to the large number of enquiries and new clients, efficiency is essential; and
• A willingness to learn and understand Private Client legal matters and compliance requirements to ensure you can deal with initial client enquiries effectively.

Why Parker Bullen?

Here at Parker Bullen, we offer our employees not only a role, but a place where they can feel comfortable each and every day when they come to work, a place where they can grow in their career and a place where they will be heard. We offer a variety of benefits to our employees, which you can read more about on ourLife at Parker Bullen page.

Advertisements will make clear, in both wording and illustration, that the positions are open to all suitably qualified candidates, regardless of age, disability, gender reassignment, marriage/civil partnership, pregnancy, maternity, race, religion or belief, sex or sexual orientation and for those who are serving, who have served in the Armed forces.

• Excellence Delivering the highest standards of legal expertise and service