Staff Domain

Legal Assistant

• Administrative Assistant to Senior Legal Assistant working in Wills & Estate practice area
• Maintain and organize legal files, ensuring compliance with regulatory and internal standards
• Provide direct administrative support to the Senior Legal Assistant and Solicitors, including calendar management, meeting coordination, taking file notes during conferences between Solicitors and clients
• Track deadlines and ensure timely submission of draft documentation
• Liaise with clients and other Estate stakeholders to confirm information, verify details, follow-up receipt of documentation or responses
• Updating internal management documents
• Preparing internal case management documentation such as trust journal transfers, authority forms, costs disclosures and tax invoices.

Legal Assistant / Legal Secretary

Appointment Setter

• Identify and research potential leads through databases, social media, and industry platforms.
• Engage prospects via phone, email, or chat to qualify interest and schedule sales appointments.
• Maintain accurate records of interactions and lead status in CRM systems.
• Collaborate with sales teams to align outreach strategies with target personas and sales goals.
• Meet or exceed weekly/monthly quotas for lead generation and appointment setting.
• Follow up on marketing-generated leads to nurture prospects through the sales funnel.
• Provide feedback to sales and marketing teams to refine targeting and messaging strategies.
• Stay updated on product knowledge, industry trends, and competitor offerings.