Probate Secretary - Erdington, United Kingdom - Poolhall Recruitment Limited

Poolhall Recruitment Limited

Verified Company

Erdington, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Poolhall Recruitment are recruiting for a well established Birmingham based legal practice.

They are looking for a Probate Legal Secretary to assist the current team of 3 at their firm in Erdington.

This is an excellent opportunity to join a small but well-established solicitors firm and establish a strong career, with a great salary.

Responsibilities:

Supporting the Probate Solicitor and wider team, dealing with administration of estates work, mainly around Probate, Wills, Powers of Attorney and the Court of Protection.

Roles and Responsibilities

Preparing estate accounts and keeping stakeholders updated throughout
Keeping track of progress with assets, liabilities, administration expenses and income, proactively following up where necessary
Keeping papers and digital files accurate and organised
Completing closure forms and encashing assets
Handling closure/liquidation and transfer of assets
Preparing income tax returns and routine correspondence with HMRC.
To ensure the confidentiality and security of all client documentation