10 months ago
Job Title: Legal Administrator
Office: SheffieldDepartment: Trust & Court of Protection Administration TeamClosing Date: 16th May 2017Job Summary: Legal Administrators have responsibility for their own caseload comprising of Trusts and Court of Protection/Deputyship matters, dealing with clients, providing them with advice and undertaking day to day administration tasks for them.
Legal Administrators are responsible for their own work, managing their workload, prioritising and meeting deadlines.
Legal Administrators are members of a busy team, working with other colleagues and teams within the firm to provide a bespoke professional service to our clients.
Key Responsibilities - within your Team
Working with clients and their families to achieve their objectives and balancing that up with the available funds. Clients often need help with care packages, property purchase and adaptations, budgets, benefits and a host of other issues which arise. The majority of our clients have been catastrophically injured.
Managing own caseload.
Providing advice and support to clients in relation to their assets, income and expenditure.
Managing client's assets, including property, investments and cash.
Liaising with clients, their families, professionals, colleagues in other teams within the firm and others, seeking appropriate guidance on complex issues from senior colleagues, in person, on the telephone and by correspondence.
Making payments to, for or on behalf of clients, monitoring budgets, liaising with financial advisors in this regard.
Arranging meetings, liaising with clients, their families, professionals and other colleagues in this regard.
Preparing for, and following up from, meetings with clients, their families and other professionals (with opportunities to attend meetings, with support, as necessary).
Reviewing information provided by financial advisors, liaising with them as appropriate.
Discussing investment recommendations with clients, Trustees, Deputies and other professionals, as necessary.
General Responsibilities – within your Team
Reviewing files regularly to maintain a high standard of care and support to clients in accordance with Lexcel and internal procedures and guidelines.
Maintaining computerised/software Trust and Court of Protection administration records systems.
Maintaining and managing paper client files, record keeping.
Preparing bills, considering cost estimates, liaising with clients in relation to ongoing costs.
Preparing cash reconciliation statements.
Liaising with colleagues to collate information for annual tax reviews, arranging payments of tax where necessary.
Keeping abreast of changes in legislation, Court of Protection procedures and Office of Public Guardian guidance relating to Deputy Standards for Professional Deputies and all other regulatory aspects by attending training provided.
Evaluation skills and the ability to think around an issue before making a decision.
Accounts experience and/or Trust Administration experience desirable.
Willingness to learn new skills.
Ability to empathise with the varying needs of our clients.
Ability to communicate with people at all levels in all situations.
A proactive attitude and ability to demonstrate commercial awareness when dealing with potential risks to the firm.
Job Contact: For a copy of the job description, please or telephone Linda Simms, Operations Director on
No agencies please.