• Provide clear, professional and empathetic support to clients, recognising that matters may involve sensitive personal circumstances.
• Act as a point of contact for routine client enquiries, providing updates and ensuring communications are dealt with promptly.
• Assist with new client onboarding, including identification checks, client due diligence and client care documentation.
• Deliver a consistently high standard of client care and help maintain positive relationships with clients and professional contacts.

File Management, Compliance and Risk

• Maintain accurate and up-to-date case management records so that documents and information can be located and used efficiently.
• Organise matter files and support the team with file reviews, document management, closures and archiving.
• Comply fully with firm policies and procedures and all relevant regulatory requirements, including those relating to anti-money laundering, client due diligence, data protection and confidentiality.
• Contribute to the effective management of risk through careful file management, regular matter reviews and excellent client care.
• Keep knowledge of relevant law, regulation and practice up to date and take an active approach to learning and professional development.
• Work collaboratively with the wider department, solicitors, other fee earners and support colleagues, and undertake other duties appropriate to the role as reasonably required.

Person Specification

Knowledge and Experience

• Previous paralegal, legal assistant or fee earning support experience within Wills, Trusts and Probate is preferred.
• Experience of working towards time recording or chargeable hours targets is desirable.
• Experience of case management systems and digital working practices.
• Confident use of Microsoft Office and an ability to learn relevant legal systems and portals.

Skills and Approach

• Excellent written and verbal communication skills, with a professional and client-focused approach.
• Strong organisation and time management skills, with the ability to prioritise a varied workload and meet deadlines.
• Excellent attention to detail and a consistently high standard of accuracy.
• Empathy, discretion and sound judgement when supporting clients with sensitive matters.
• A proactive approach, with the confidence to use initiative on day-to-day tasks and seek guidance when needed.
• Ability to work effectively as part of a busy team and collaborate positively with colleagues across the firm.
• Willingness to work flexibly from the Kendal office and travel to other firm locations where reasonably required.

What We Offer

• Competitive salary.
• 25 days holiday, plus bank holidays.
• Referral bonus.
• Free Health Cash Plan.
• Pension plan and death in service benefit.
• Employee Assistance Programme.
• Hybrid and home working, where appropriate to the role, including provision of home office equipment.
• Unlimited access to training academy courses.

General

This job description is not exhaustive and may be reviewed and amended in consultation with the employee to reflect the changing needs of the firm. Thomson Hayton Winkley is committed to equality of opportunity and to supporting the wellbeing of all colleagues.