Assistant - Wills, Trusts and Probate - Cwmbran, United Kingdom - Rubin Lewis O'Brien

Rubin Lewis O'Brien

Verified Company

Cwmbran, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This is an office-based role which will involve assisting the efficient running of a busy department, and assisting a partner and several solicitors.

This is a very varied role and although it is office-based, the post-holder will require use of a car and full clean driving license

Tasks will include:

Telephoning clients to make appointments/change appointments
Seeing clients in reception to take ID or to witness wills
File openings and general file administration, scanning documents etc
Visiting clients in their homes/in hospital to witness wills and other documents
Visiting estate agents to collect keys for properties
Arranging for locksmiths/plumbers etc as required and attending at properties
Visiting houses of deceased clients to retrieve documents, document contents etc
Occasional audio typing
Filing of wills, LPAs etc
Delivering mail/files to various addresses

The role reports to Damian Lines, Head of Wills, Trusts and Probate.

Communication, IT and organisational skills are essential.

The role is based in our central Cwmbran Office, 9am to 5pm Monday to Friday.