Private Client Enquiries Coordinator

Updated: April 08, 2024 11:58 PM GMT

JS Legal Recruitment Ltd

Brentwood

JS Legal Recruitment are excited to be working with a leading regional Legal 500 law firm with multiple offices across Essex. Due to continued growth in their Private Client Department my client is now recruiting for a Private Client Enquiries Coordinator.

As Private Client Enquiries Coordinator , you will be the main point of contact in the initial stages of all new enquiries to the firm regarding Wills and LPA’s.

The Role
• To act as the first point of contact for all new Will / LPA enquiries
• Ensure all calls are answered within agreed service level
• Accurately complete the fact- finding form
• To book an appointment for the lawyer
• To compete a conflict check
• Ensure that all new enquiries are logged
• Open New files using PW4
• Generate initial appointment letters, Will questionnaires

The Candidate
• Be an exceptional communicator
• Flexible team player
• Ability to meet high performance standards
• Personable, professional, sensitive with the ability to build rapport
•... More Detail