Legal Team Assistant

Our Private Wealth team provide advice on UK and international tax and estate planning, trusts and trust administration, landed estates and immigration. They also work closely with colleagues in other departments to provide assistance to individuals with matters related to residential property, employment, business affairs and family law. The opportunity The successful candidate will join a team of legal team assistants (LTAs) and report into the Department Administrator wh provide crutial administrative report to the Private Wealth team. Duties include but may not be limited to:

• General administrative tasks such as paper filing, electronic filing (profiling), scanning and archiving, amending documents, photocopying
• Scanning and profiling incoming & outgoing post
• General administrative tasks such as paper filing, electronic filing (profiling), scanning and archiving, amending documents, photocopying
• Scanning and profiling incoming & outgoing post
• Actioning London PW printing jobs
• Archiving original documents
• Receipting incoming payments
• Binding of legal documents
• Completing and updating the Wills register
• Creating and binding Will packs
• File management (file opening, scheduling)
• Answering phones and taking messages/fielding calls wherever appropriate
• Dealing with document returns from typing outsource provider, collation of enclosures and despatch
• Use all available business support functions to get the job done
• Entering client and contact data into Interaction
• Arranging payments, including speaking to clients to confirm details
• Using available technology for client/matter reporting purposes (eg Elite, Excel)
• Carrying out any tasks requested of them by PAs in the support team and the department as a whole.
• Be an integral part of the department, contributing to team projects and undertaking any other reasonable duties as requested
  
  GCSE in English and Maths - Grade C or above - or equivalent
• Legal work experience or similar previous experience is preferred
• Knowledge/Experience Intermediate Microsoft Office skills
• Skills Excellent attention to detail and accuracy
• Reliable and adaptable team player with the ability to work well under pressure
• Self-motivated and proactive with a 'can do' attitude
• Able to work on own initiative
• Able to prioritise and organise
• Professional and confident telephone manner
• Good communication and interpersonal skills - comfortable dealing with staff at all levels
  
  Broadfield UK (formerly BDB Pitmans) is a law firm that serves mid-market clients, with deep expertise in multiple practice areas and a strong commitment to client service. As trusted advisors in navigating complexities of law, the Broadfield team is comprised of entrepreneurial experts and leaders who provide legal strategies and solutions tailored to meet the unique needs of each client. With offices currently in London, Cambridge, Reading and Southampton, Broadfield UK has a team of over 420 experts dedicated to building lasting client relationships grounded in trust and integrity. 2024, Broadfield UK became the founding member firm of Broadfield..