excellent communication skills – as part of the role you will be liaising with internal stakeholders and external organisations
methodical approach – detailed focus is required to investigate each case and decide on the best course of action
highly organised – the work is varied and will require an adaptive approach
effective time management – whilst support and training is provided on an ongoing basis, you will be given autonomy to manage your own workload
legal cashier
Responsibility
receiving instructions from case handlers and processing cheques received into the company accordingly, whilst ensuring SRA Accounts Rules are adhered to
daily bank reconciliations for client and office account
managing transfers between client and office account
assisting case handlers and junior legal cashiers with any queries
making payments from both client and office account
processing payments from client and office account
processing bills to clients
authorising payments from client and office account
team leader
Responsibility
ensuring the team meets performance targets which are in accordance with agreed key performance indicators
to develop, coach and mentor team members
to build and maintain working relationships with our clients and colleagues
to process and oversee financial transactions relating to client files in an accurate and timely manner. whilst ensuring strict adherence with SRA Accounts Rules, Anti Money Laundering Regulations and HMRC regulations
to ensure that all work carried out within the team is of the highest standard and in strict compliance with Solicitors Accounts Rules
Requirements
proven cashiering experience in high-volume organization
you will ideally have an ILFM diploma or similar financial qualification although experience will be considered
A strong work ethic and ability to thrive in a busy environment
an engaging personality with excellent communication and proven people management skills
team manager
Salary
salary
Responsibility
proactively identifying and mitigating any risks within the department, working with and supporting the nominated departmental Risk Champion
identifying and suggesting improvements to process to drive standards, compliance and customer experience
reviewing available data to identify trends and areas for improvements, discussing ways of securing improvements with your relevant Team Manager
call handling to ensure knowledge is up to date and to cover shortfall
complete relevant and associated administration duties, liaising with internal and external stakeholders
ensuring the quality of service delivery to clients consistently meets the highest level of standards through quality and compliance checks for Team Managers
allocating cases to team members based on experience and ability. Ensuring that each team member has sufficient case to meet KPI’s, always ensuring appropriate case progression and excellent client care
managing any complaints/issues in accordance with policies and procedures
claims handler
Salary
salary
Requirements
we are looking for individuals with a claims / customer service background to take inbound calls and provide a first-class service to individuals who need to report a motor incident
dealing with FNOL insurance claims, the main duties of the role will be taking inbound calls, registering new motor accident claims, processing correspondence in a timely manner and completing all relevant administration tasks
client manager
Salary
salary
Responsibility
leading the Client Care and Complaints function
ensure all activity is managed in a timely manner and is compliant with regulatory requirements
ensure all complaints are handled efficiently and in line with regulatory requirements
analyse MI data to identify trends and areas of potential concern and
work with key stakeholders to implement proactive solutions to mitigate risk
work with wider probate team to ensure continuous improvement of process
ensure the complaints framework is reviewed and maintained in line with regulatory requirements
work with the wider probate team to breed a culture of customer advocacy
paralegal
Salary
salary
Responsibility
effectively supporting our clients with their financial and property affairs
providing advice and support to clients in relation to their assets, income, and expenditure
working collaboratively with the team and instructing external professionals when appropriate
liaising with clients, their families, external professionals, colleagues within the firm and seeking appropriate guidance on complex issues from senior colleagues, in person, on the telephone and by correspondence
making of Court of Protection applications, Deputyship and Trustee Act Applications, day to day management of Deputyship files, disputes over financial issues, welfare matters and preparing Statutory Will and Statutory Gift applications
Requirements
effective time management and organisational skills
previous experience working in a paralegal role is desirable but not essential
good written and verbal communication skills
attention to detail and accuracy
providing excellent client care via all contact methods
excellent communications skills when dealing with clients, colleagues, and suppliers
ability to work in a task-based environment
legal executive
Responsibility
dealing effectively and efficiently with enquiries from prospective new clients
to adhere so far as possible to annual billing and performance targets and with performance measures