Case Admin - Apprenticeship

Job Purpose

To assist the Legal Advisors in the administration our clients legal documents whilst delivering a 5* customer service experience.

Main Duties and Responsibilities

  • To prepare mail and enclosures for dispatch by email or post
  • To administer electronic and paper filing which will include daily filing and the opening, closing, storage and retrieval of client files in accordance with the firms procedures
  • Sharing in general office duties; post opening; dealing with clients and others on the telephone both in taking detailed messages and in progressing the case wherever possible
  • Taking of external telephone calls to be recorded in writing as typed attendance note showing start and end times of all calls
  • To make appointments, arrange meetings and to maintain any diary entries as required
  • To provide support to other staff as required
  • To assist potential clients both in person and on the telephone and to provide such support in a professional and friendly manner in keeping with the firms standards for client care
  • To ensure the confidentiality of all the firms and clients’ documentation and information
  • To create typed documents as required
  • To undertake specific training associated in progressing the apprenticeship, and such other training as required by the firm to fulfil the role
  • To have a responsibility towards self-development
  • General administration of files
  • Document and file management
  • Any other tasks required to support the team or requested by management

Additional Tasks and Duties

  • Opening and closing matter files
  • Collating information as requested
  • Archiving and retrieval of files
  • Requirements and prospects
  • Desired skills

Candidates will possess or demonstrate the following:

  • Good communicator. comfortable speaking with clients, colleagues and management alike
  • Be very well organised with a careful and accurate approach
  • Good attention to detail
  • Ability and willingness to work as a team, striving to achieve departmental targets in a timely manner
  • Be able to act on initiative and demonstrate a natural ability to problem solve
  • Personal qualities
  • For this role personal qualities are a very important part of the candidate profile.

The ideal candidate will:

  • Be confident when assisting all age generations and dealing with language barriers in a professional manner
  • Have a mature perspective, with a willingness to learn and participate in a variety of duties when required
  • Have a confident and friendly manner on the telephone
  • Be friendly, warm and welcoming to clients and colleagues in line with our values

Desired qualifications

You should ideally have a minimum of 2 GCSEs at grade A*- D or equivalent, being maths & English

Future prospects

As a rapidly growing business venture, we are looking for candidates that wish to grow with the company, share ideas and inspire others

Things to consider

You will be required to work with all current team members to create and maintain a happy working environment, from which a friendly yet professional service is offered to all clients. The ideal candidate will display an enthusiasm for providing a quality level of customer care and interest in learning more about Wills so that in time they can provide an advisory service

The National Minimum Wage for Apprentices is £3.70 per hour as of 1st of April 2018. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year. Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year. The minimum wage rates are £5.90 an hour for 18-20 year olds; £7.38 for anyone aged 21 to 24 and £7.83 for those over 25