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10 months ago
Buckles Solicitors
Location: Peterborough
Job type: Permanent
Category: Company Secretary Jobs
Job title: Team Assistant, Private Client departmentOffice: PeterboroughThis is a challenging role in a fast paced environment providing seamless legal services to clients and supporting a team of lawyers so they can maximise their fee earning capacity. This is a large team guiding individuals and families on a wide range of legal topics such as Wills, Care Home Fees, Lasting Powers of Attorney, Inheritance tax planning and more.AccountabilitiesCreating invoices and credit notesCompleting monthly expensesSending client’s receipts of monies paid by cardCarrying out audits on lawyers’ files to ensure they are compliant with AML and SRA regulationsAmending documents and lettersKeeping the document management system updated with any changes in client’s informationWorking with Oyez Speech 7 to print attendance notes from outsource and complete TA dictationsProviding efficient diary and

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