• Dealing with queries raised by clients, solicitors and other involved parties
• Provide client updates and monitor matter progression
• Opening and closing matters on the case management system compliant with the firm’s AML and quality standards and SRA regulations
• Supervised drafting of basic correspondence, forms and documents.
• Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC

· Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney’s, Probates and other associated legal documents.

• Maintaining contact lists and calendars for fee earners
• Monitoring deadlines, manage appointments and diaries
• Searches and registering Wills with Certainty
• Preparing and submitting bills, payments and receipts, liaising with the finance team
• Preparing Estate Accounts on Excel
• Handling overflow client telephone calls
• Reception cover
• Preparing and taking the banking and post
• General administrative tasks
• Other duties as required to ensure the efficient running of the office