About the role
The role of the Legal Administrator Apprentice is to provide efficient and effective support services to all the fee earners across Progeny Law and Tax (PLT). This role is key to ensuring a smooth running of all administrative processes across the legal teams, enabling our Solicitors to deliver an excellent client service.
This is a fantastic opportunity to gain hands-on experience while working towards a recognised legal qualification. You will learn from experienced professionals, develop practical skills and earn while you learn - without the need for a traditional law degree.
Please note: This role is a full-time position for the duration of the apprenticeship program - 18 months. Applicants who hold a law degree or a higher legal qualification are not eligible for this position.
Key responsibilities
- Provide administrative support to Paralegals and Solicitors across all service lines.
- Prepare, format, and proofread legal documents and correspondence.
- Update the case-management system with file allocations, diary records and general activity to ensure accurate recording of activity and allow progress tracking.
- Manage diaries, schedule meetings, and coordinate travel arrangements.
- Ensure compliance with legal procedures and confidentiality requirements.
- General office duties including managing incoming and outgoing mail, printing and binding various documents and maintaining stationery.
- Carry out client onboarding, including Anti-Money Laundering checks
- Assist with file and matter opening, closing and archiving
- Ensure accurate records management and document control
- Maintain the required Service Level Agreement on the workload turnaround
- Maintain the accuracy of the client's KYC record, via the firm’s systems and processes.
- Handle correspondence, records management, document retention and archiving.
What success looks like
- Well-organised and high-quality administrative work consistently completed with minimal errors and meeting deadlines.
- Legal documents are produced and formatted in line with the relevant professional standards
- Proactive and effective support is provided to fee earners across the legal teams in a timely and responsive manner.
Our ideal person
Essential criteria
- Experience of working in a legal environment, ideally in an administrative or assisting capacity
- Good working knowledge of legal services, rules and regulations
- Good communication skills
- Proficient in MS Office (notably Excel, Word and Outlook)
- Exceptional organisational skills with high levels of attention to detail.
- The ability to work under pressure and to strict deadlines.
- To be able to manage own workloads and use own initiative.
- Excellent interpersonal skills and client care skills.
- Discretion and an understanding of confidentiality issues.
Desirable criteria
- Experience in using a Claims/Case Management system
- Experience in using Client Management Systems (i.e. Peppermint)
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Referral scheme
About Progeny
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Top Skills
What We Do
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.
We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory.
Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you.
We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
