About Company
TWM Solicitors is a highly respected and long-established legal practice with a strong presence across Surrey and London. With roots tracing back over 200 years, we pride ourselves on delivering exceptional legal advice and client service across a comprehensive range of practice areas, including private client, commercial, and property law. Our Private Client department is particularly renowned for its expertise in Wills, Trusts, Probate, and Estate Planning, providing sensitive and strategic guidance to individuals and families during pivotal life moments. We foster a culture of professionalism, continuous learning, and teamwork, valuing every member’s contribution to our collective success. We are committed to embracing modern working practices, offering flexibility while maintaining our high standards of service, ensuring both client and employee satisfaction.
Job Description
Are you a highly organised and detail-oriented administrative professional seeking a challenging yet rewarding remote role within the legal sector? TWM Solicitors, a distinguished and forward-thinking legal firm, is looking for a dedicated Remote Estate Planning Administrator to join our esteemed Private Client team. This is a unique opportunity to contribute to a critical area of our practice from the comfort and convenience of your home, while remaining fully integrated into our supportive and collaborative team environment.
As a Remote Estate Planning Administrator, you will play a pivotal role in ensuring the smooth and efficient operation of our estate planning services. You will be responsible for providing comprehensive administrative support to our solicitors and legal executives, assisting with all aspects of wills, probate, lasting powers of attorney, and trust administration. This role demands meticulous attention to detail, a proactive approach, and excellent communication skills to liaise effectively with clients, beneficiaries, and internal teams. While working remotely, you will be expected to maintain the highest standards of professionalism and confidentiality, contributing directly to our firm’s reputation for excellence and client satisfaction.
This position is ideal for someone with prior experience in a legal or financial administrative capacity, particularly within private client or estate administration, who thrives in an autonomous environment yet values collaborative team effort. You will manage workflows, prepare correspondence, handle document management, and assist with client onboarding processes, all while adhering strictly to legal compliance and internal procedures. We are seeking an individual who is not only proficient in administrative tasks but also possesses a genuine interest in the complexities of estate planning and a commitment to providing empathetic support to our clients. Join TWM Solicitors and become an integral part of a team dedicated to making a tangible difference in people’s lives through expert legal guidance, from the peace of mind of your remote workspace.
Key Responsibilities
- Provide comprehensive administrative support to Private Client solicitors and legal executives.
- Draft, format, and prepare legal documents, correspondence, and reports related to wills, probate, lasting powers of attorney, and trusts.
- Manage client files, ensuring all documentation is accurately filed, up-to-date, and compliant with data protection regulations.
- Handle client enquiries via phone and email with professionalism and empathy, directing complex matters to fee earners.
- Assist with the onboarding process for new clients, including conflict checks and identity verification.
- Manage diaries, schedule appointments, and coordinate meetings, including virtual client consultations.
- Process expenses, invoices, and ensure accurate billing procedures are followed.
- Conduct basic legal research and information gathering as required by fee earners.
- Maintain strict confidentiality and adhere to all internal policies and SRA regulations.
- Proactively manage and prioritise workload to meet deadlines and support team objectives.
Required Skills
- Proven administrative experience, preferably within a legal or financial services environment.
- Exceptional organisational and time management skills with the ability to prioritise tasks effectively.
- High level of proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent written and verbal communication skills.
- Meticulous attention to detail and accuracy.
- Ability to work independently and as part of a remote team.
- Strong understanding of client confidentiality and data protection principles.
- Proactive attitude with the ability to anticipate needs and take initiative.
Preferred Qualifications
- Previous experience specifically within Private Client, Wills, Trusts, or Probate administration.
- Experience with legal practice management software (e.g., LexisNexis, Proclaim).
- A relevant administrative or legal qualification (e.g., CILEx, Legal Secretary Diploma).
- Familiarity with SRA (Solicitors Regulation Authority) compliance standards.
- Demonstrable experience in a remote working environment with self-motivation.
Perks & Benefits
- Competitive salary package.
- Generous annual leave entitlement.
- Company pension scheme.
- Opportunities for professional development and continuous learning.
- Access to employee assistance programs.
- Flexible remote working environment.
- Supportive team culture with regular virtual team events.
- Contribution towards home office setup (negotiable).
How to Apply
To apply for this exciting remote opportunity, please click on the application link below. Ensure your CV and a cover letter detailing your relevant experience in estate planning or a similar legal administrative role are attached. We look forward to reviewing your application and exploring how your skills can contribute to our team.