New Business Assistant Apprentice

Closing Date: 12/12/2021
Contract Contract
Working Hours Full Time
Locations Hartlepool, Stockton-on-Tees
Salary £11,939.20 per year
Company Education Training Collective

Job Description

Brief overview of the role

Tilly Bailey & Irvine – The purpose of this role is to provide administrative support within the New Business Team. This will include but will not be limited to the main responsibilities given below. A Levels are required to apply.

Vacancy description

Main duties and requirements

  • Administer both manual and electronic filing daily.
  • Welcome call to the client to confirm instructions in a professional and friendly manner in keeping with the Firm’s standards for client care.
  • Collect payment from the clients for searches and associated paperwork.
  • Order searches.
  • Attend clients, primarily on the telephone and contact clients to chase return of initial paperwork.
  • Open files on Case Management systems.
  • Update reports/Smartsheet/Intelliworks.
  • Undertake any specific training when required by the Firm and to have overall responsibility towards self-development.
  • Ensure the confidentiality of all the Firm’s and the Firm’s clients’ information and documentation.
  • To contribute as a team member and provide sickness and other absence cover for other members of the department when required.
  • To contribute as a team member in the continual review of efficiencies within the department.
  • Provide quotes for both Residential and New build.

Tasks specific to Sequence work

  • Accept New Instructions, prepare pack.
  • Update and correct client information on TM.
  • Run Active and in Abeyance reports for branches.
  • Chase branches for missing documents, client ID, power of attorney, grant of probate, MOS etc.
  • Verify Client ID on TM and Intelliworks.
  • Check and arrange payment of Sequence Invoice.
  • Provide fee earners with chancel and chase late return of chancel document.
  • Provide fee earners with client questionnaire on completion of matter.
  • Run report of new MOS uploaded by branches.
  • Run red and amber active report.
  • Update pipeline with newly active matters.
  • Compare pipeline with TM for anomalies and correct before sending to Sequence.

Any other duties

This job description is not restrictive in any way and should be regarded only as a guideline to the duties required and may be amended in the light of changing circumstances following consultation with the post holder.

Working week

  • 37.50 hours, Monday to Friday, hours to be confirmed.

Desired skills

  • Experience of working in a legal environment along with relevant departmental experience is desirable.
  • Ability to organise and prioritise your workload to the required standard and within the required timescales.
  • Ability to work effectively within a team as well as independently.
  • Ability to work in a busy environment and to deadlines; this may involve some flexibility in working hours and occasional overtime where deadlines need to be met.
  • Proactive and able to use own initiative within guidelines as set by the Partners and fee earners.

Personal qualities

  • Self-motivation: energy; positivity; can-do attitude.
  • Flexibility.
  • Confidentiality and discretion.
  • Proactive; willing to use initiative.
  • Able to work well independently as well as part of a team.

Desired qualifications

  • GCSE Maths & English A*-C/9-4 or equivalent
  • A Level qualifications

Future prospects

Possibility for a full time position at the end of the apprenticeship.

Training to be provided

  • Level 3 Paralegal
  • Functional Skills Maths & English, if required
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