- Crafting accurate letters and emails to clients, Drafting responses to client letters and emails
- Build effective relationships with clients, solicitor firms, estate agents and other relevant parties with responding to enquiries face to face, on email and over the telephone
- Keeping well-organised files and records of business activity to ensure they are current, meet the firms standards and has all the required information on them in line with the Solicitors Regulation Authority guidelines
- Ensuring client files are updated on the case management system proclaims and relevant letters are uploaded
- Ensuring the necessary ID checks for clients are completed in line with SRA, confidentiality and Anti-Money Laundering guidelines
- Drafting statements of account and Bills to invoice clients and providing a copy of this to the accounts team
- Photocopying, binding, scanning, mailing and filing
- Storage and Archive documentation as directed by the team ensuring files are stored for seven years in line with retention requirements
- Ensuring all client information is processed in a timely and confidential manner in line with GDPR, Solicitor Regulation authority and Financial Conduct Authority standards
- Dealing with post and making sure it is processed and allocated to the appropriate client files
- To undertake reception duties when required, including answering telephone enquiries from clients, solicitors and estate agents and putting them through to the relevant solicitor/paralegal
- Building confident and positive relationships with other departments, offices, Partners and client groups
- Reflecting upon the training given to make effective judgments on the next steps needed in order to progress the clients case
- Making of teas and coffees
- Participating in office meetings and taking meeting minutes
- Being ready for any other administrative tasks that are required
- Keeping up to date with changes in the law and regulations that impact the conveyancing market.
- Identifying administrative solutions to improve the day to day functioning of the department
- Communicate as required with your assessor/trainer and complete all training/assessment requirements in accordance with the apprenticeship framework
Once the apprenticeship programme is complete and they have done well within their apprenticeship, they may be offered a full time permanent role as a Paralegal.
Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week). For more information please visit: https://www.gov.uk/national-minimum-wage-rates
- Excellent communication Skills being able to effectively communicate with people at all levels - clients, co-workers and Partners alike
- Good IT skills - Intermediate level of ability to use Microsoft word, excel and outlook
- Good time management skills ensuring you are punctual and able to meet deadlines effectively
- Accuracy and attention to detail when receiving, processing and storing information in line with Authority guidelines
- Managing your performance being able to deal with multiple workloads and assisting others in the team where needed
- Be able to use sound reasoning and good judgement in effective decision making
- Confidence to be able to ask questions when tasks are not fully understood and reporting back to your line manager once tasks are complete
- Ensure they can maintain strict confidentiality due to the nature of the work
- Cope effectively in demanding circumstances
- Flexible approach to work
GCSE English and Maths grade 4-9 - or equivalent.
On the job training by line manager and other paralegal within the team.
Induction training by HR.
Programme: Business Administrator Apprenticeship
Duration: 15 to 17 months (dependent on exemptions)
Course Type: Apprenticeship Standard
Apprenticeship Delivery: Work based qualification. A tutor will visit you every 4-6 weeks in your workplace.
The Apprenticeship programme is made up of different units. Apprentices will be assessed on their knowledge, skills and behaviours throughout the apprenticeship and tracked online using an e-portfolio.
These are grouped into 3 themes which complement each other and are as follows:
- Core Business and Administration
- Managing Self and Personal Skills
- Using Resources and Achieving Results
- After each theme is complete, a Mock End Point Assessment is carried out to ensure apprentices are prepared for the End Point Assessment at the end of the programme
- After a minimum of 372 days and successful delivery of the programme, the end point assessment will take place. The end-point assessment is a synoptic assessment of the skills, behaviours and knowledge that have been developed throughout the apprenticeship
- End-Point Assessments will involve an independent assessor carrying out final assessments with the apprentice, to ensure that the competences and learning within the ‘Apprenticeship Standard’ have been met
- Apprentices can achieve a pass, merit or distinction dependent on how well they perform in their End-Point Assessment