
Unknown Employer · Sheffield
As a Legal Assistant in our Private Client department in the North region, you will assist fee-earners and work alongside support staff in our Wills, Probate, T...
As a Legal Assistant in our Private Client department in the North region, you will assist fee-earners and work alongside support
staff in our Wills, Probate, Tax & Trusts team who provide advice and support spanning all aspects of wills, probate, tax and
trusts matters.
You will assist solicitors with a wide range of administrative tasks in respect of wills, probate, tax and trusts matters
including probate and estate administration, drafting of wills, arranging lasting power of attorney applications, court of
protection matters, inheritance tax planning and trusts.
You will provide an excellent, client-focused service at all times and a can-do attitude towards assisting members of the team.
This role is full-time, based at our offices in Sheffield, and reports to the Partner at Sheffield, and in turn to the Head of
Wills, Probate, Tax & Trusts (North).
This is a full-time role 36.25 hours per week Monday to Friday 8.45am till 5.00pm.
THE COMPANY We're Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK's most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission. We're on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death. But we can't do it alone, and that's why we're assembling a team of top performers to build with us. Ready to be part of something big? THE ROLE As a Probate Legal Assistant at Octopus Legacy, you'll sit at the heart of our probate team - supporting families through the practical, legal steps that follow a death, and making sure every case runs smoothly from the very first conversation. You'll work side by side with our Probate Case Managers, learning the ins and outs of probate applications and estate administration as you go. You'll be speaking to customers who are bereaved, so warmth, clarity and care matter as much as the admin itself. You don't need a legal background. If you're organised, empathetic, and genuinely good with people, we'll teach you everything you need to know about probate. We want to be honest - it won't always be easy. You'll be speaking to people at one of the hardest moments of their lives. It takes patience, attention to detail, and the ability to stay calm and kind when things get emotional or busy. But if you find purpose in helping people when it matters most - and you like the idea of building your career in a fast-growing, supportive team - this role can be genuinely rewarding. As part of our growing probate team, you'll join at a pivotal time, helping us shape the way we work and deliver the best possible experience for our customers. Our values are simple: Customer-First. Work hard. Stay optimistic. KEY RESPONSIBILITIES * Handle inbound & outbound calls, share updates, and support customers with warmth and confidence, especially in sensitive moments. * Prepare correspondence, chase information, and manage legal forms accurately and on time. * Produce documents, manage busy diaries, and keep our filing and case records organised and up to date. * Support Case Managers across the full life of a case, helping everything run seamlessly. * Keep customer records accurate and confidential at all times. * Share insights and ideas to improve our processes, resources, and the overall customer experience. * Collaborate across teams to drive efficiency and elevate service. WHO ARE YOU? * A compassionate communicator who builds trust easily - especially when conversations are tough. * Organised and detail-focused, comfortable working from a task list and juggling multiple priorities. * Customer-first, with the emotional intelligence to support people through bereavement. * Confident with everyday tech and tools. * A strong written and verbal communicator. * Proactive and solutions-focused, always thinking about how to make things better. * A team player who leads with kindness and genuinely cares about doing meaningful work. * A legal background is a bonus, not a requirement - we'll train you on the rest. WHY YOU'LL LOVE IT HERE We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas and shape the way we work. You'll be part of a team you can truly count on - colleagues who support each other and always put customers first, every day and at every step of your journey. A fast-growing business with room to learn, grow and influence change, plus real opportunities to develop your skills and progress your career. OUR MISSION Octopus Legacy is the place to plan for death and find support after loss. When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone. Founded by Sam after his mum died suddenly, we're a group of people who work in death because we've been affected by it. We know the difference a good plan makes, and what it's like when there isn't one. Death can come between us, leaving mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We're here to make that world happen. BENEFITS * Octopus share incentive scheme. * 27 days holiday + extra day off for your Birthday. * Work from anywhere in the world for up to 4 weeks per year. * Vitality Health & Life Insurance. * Pension scheme. * Enhanced parental leave. * Free Will & LPAs + discounts on other Octopus services. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising that you do up to £500. * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog friendly office. * Breakfast every day, snacks and wellness activities. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
DEINE AUFGABEN * Erste Prüfung von Anfragen und Koordination innerhalb der Abteilung * Koordination von Gerichtsverfahren und Rechtsprojekten: Fristenüberwachung, Management interner und externer Kommunikation * Unterstützung bei der Erstellung von Rechtsgutachten und Gesellschafterbeschlüssen * Pflege und Aktualisierung von Vertragsdatenbanken sowie Dokumentenmanagementsystemen * Organisation und Steuerung von Zeichnungsprozessen (Signaturprozessen) * Mitwirkung bei der Erstellung von Berichten und Präsentationen * Koordination und Prüfung von Rechnungsprozessen DEIN PROFIL * Strukturierte und sorgfältige Arbeitsweise * Hohe Organisationsfähigkeit * Fähigkeit, Aufgaben selbstständig zu bearbeiten * Ausgeprägte Kommunikationsstärke und Teamorientierung * Diskretion und Vertrauenswürdigkeit im Umgang mit sensiblen Informationen * Verhandlungssichere Deutschkenntnisse in Wort und Schrift (auf Muttersprachniveau) * Gute Englischkenntnisse in Wort und Schrift * Sicherer Umgang mit MS-Office-Anwendungen (Word, Excel, PowerPoint, Outlook) Qualifikationen * Erfolgreich abgeschlossene Ausbildung als Rechtsanwaltsfachangestellte/r (ReFa), Kauffrau/-mann für Büromanagement, Kauffrau/-mann für Bürokommunikation, Europasekretär/in oder eine vergleichbare kaufmännische Ausbildung * Alternativ: Weiterbildung als geprüfte/r Managementassistent/in oder geprüfte/r Sekretär/in (IHK) oder ein betriebswirtschaftliches Studium mit einschlägiger Assistenzerfahrung * Quereinsteiger/innen mit nachweisbarer Erfahrung in einer Rechtsabteilung, im Corporate Secretariat, im Projektmanagement oder in vergleichbaren Bereichen sind ausdrücklich willkommen WARUM WIR? * Möglichkeit, in einem großartigen Team in einem dynamischen und internationalen Umfeld zu arbeiten * 30 Tage Urlaub * Nach erfolgreich bestandener Probezeit bieten wir Zuschüsse zum Wohlbefinden der Mitarbeitenden über unser Gesundheitsbudget mit Präventions- und Nachsorgeleistungen * Verschiedene Online-Sprachkurse sowie Möglichkeiten zur Teilnahme an Online-Kollaborationskursen * Zahlreiche Campus-Veranstaltungen aus den Bereichen Kunst, Kultur, Wirtschaft und Wissenschaft * Möglichkeit, neue Ideen und Konzepte zu entwickeln und umzusetzen
At Morgan & Morgan, the work we do matters. For millions of Americans, we’re their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission: For the People. Summary We are seeking a qualified Legal Assistant to join our team. As a Legal Assistant, you will be responsible for managing the law firm's day-to-day operations, including carrying out administrative services and supporting the legal team. This position's ideal candidate has a strong work ethic, exceptional problem-solving skills, and comfortable working in a fast-paced dynamic workplace. Responsibilities * Perform administrative duties (scheduling calendar hearings and deadlines, organize case files, manage logistics). * Maintain pleadings and discovery indexes. * Organize exhibits, documents, evidence, briefs, and appendices. * Implement and improve upon administrative processes for more efficient workflow. * Collect, examine, and organize evidence and other legal documents for attorney review and case preparation. * Draft and proofread correspondence and legal documents, such as pleadings and contracts. * Research regulations, laws, and legal articles to assist with the preparation of reports, case files, and legal advice. * Manage client billing by preparing, finalizing, and sending out bills, as well as resolving billing issues in cooperation with the billing attorney. * Communicate with clients and witnesses to schedule meetings, interviews, and depositions. * Manage, organize, and maintain documents in paper or electronic filing systems. * Performs other related duties as assigned to meet the needs of the business. Qualification * High school diploma or general education degree (GED) required. * Associates degree in paralegal studies, a paralegal certificate, or a bachelor's degree is preferred. * At least 1 year of experience as an administrative assistant (preferably in a law firm or in a corporate legal department), legal assistant, legal secretary, or paralegal. * Experience in Personal Injury, Workers Compensation, Premises Liability, or other injury related practice areas. (preferred) * Must possess the ability to multi-task, prioritize, handle a fast-paced environment, and manage workload with a great attitude and minimal supervision. * Great written and communication skills, be proficient in calendar depositions, mediation, and hearings. * Applicable knowledge of motions, discovery, evidence, litigation documentation, court rules, and procedures, practices, etc. * Highly organized with the ability to juggle multiple deadlines in a fast-paced environment. * Strong writing and communication skills along with attention to detail. * Extensive computer and database expertise, Microsoft Word, Excel, Outlook, and type no less than 35 wpm. * This role is on-site, which gives you the chance to be fully immersed in the work and gain direct experience alongside the team. We’ve found that being in the office helps new team members get up to speed quickly and feel more connected. #LI-AP1 Hourly Range $30—$30 USD Benefits Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff. For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan, paid time off and paid holidays. Equal Opportunity Statement Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. E-Verify This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form. Privacy Policy Here is a link [https://www.forthepeople.com/privacy-policy/] to Morgan & Morgan's privacy policy.