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Your HR Consultant Ltd
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Caterham, Surrey
Office Administrator
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Job Type: Full-time |
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Salary: £11 per hour |
Overview
Overview: CJH Consultancy is a well established company that provides support and high quality services in a range of matters including; Wills, Estate Planning and Business Succession. The Company has an opening for an Office Administrator to support the Legal Advisers and a small sales team. This is a very varied role and a legal and/or bookkeeping background would be beneficial as would some knowledge of Wills, Powers of Attorney, Probate The successful candidate must be computer literate and familiar with Word Office for Excel, Powerpoint and Publisher documents. A knowledge of or prevous experience of Sage would be beneficial. This is a stand alone role based in a residential area of Caterham and whilst it is not client facing, you will be dealing with clients over the phone and will share the office with the business owner and other members of the team on occasions. Please note due to the financial nature of this role a credit check will be required as part of the onboarding process. The hours of work are Monday to Friday 9.00 to 4.30 with some flexibility but working a minimum of 35 hours per week. Key Tasks: Banking including paying bills, Sage postings, filing before and after postings, keeping Excel spread sheets covering Probate account balances held and preparation of Excel spreadsheet for all expenses. Client meetings; using excel client list and location to record appointments and sending confirmation letters prior to meetings. Pre-meeting packs posted prior to initial meeting. Debit card & Deferred Income; record all debit card expenditure and deferred income calculations. Drafts & Finals; once clients have agreed their instructions, enter information onto Legal data base for issue of drafts and finals using inhouse Legal Package. Interest Trust/TRUST Approval; forward all Trust documents to Legal department for clearance. Lasting Powers of Attorney (LPA) and Land registry; locate any additional wording for LPA to add to template and send off forms to both Office of the Public Guardian and Land Registry. PAYE; running Payroll, paying HMRC, downloading P60’s, keeping Excel records, (currently only for Two employees). The Company Accountant will provide any additional training inhouse as required for SAGE. Probate Disbursements; list all postal Disbursements on excel sheet for each individual client. Scan and file all Original Certificates for storage. Record Keeping & Invoicing; record all client activity and issue Invoices, noting when paid, or if overdue for chasers. Land Registry Forms; using standard LR templates and certificate of compliance for appropriate document to be issued. Storage of documents with IRON MOUNTAIN and maintain accurate records. SUREWILLS; become familiar with input to our’ current legal system’, covering issue of all Wills, Expression of Wishes, Severance, LPA submission forms, and issue of drafts and finals when required from application form and agreed confirmation of instructions supplied by sales team. General administration including phone calls, emails, letters, stationery, postage, scanning, upkeep of client folders, work in progress reporting. Competencies: Excellent communication skills Personable and able to deal with people at all levels Ability to work unsupervised Self-motivated Time management Ability to multi-task An appreciation of customer service Planning and organising Meticulous attention to detail Ability to make informed decisions Problem-solving and trouble shooting Qualifications, Experience and Skills: Essential: Educated to GCSE level as a minimum Previous administration experience, preferrablly within a Legal profession or bookkeeping/Accounts Excellent administration skills Good written English Database Management Microsoft office suite Preferred: Knowledge/experience of Wills, Probate, Powers of Attorney.