Private Client Legal Assistant

A dedicated Private Client Assistant is sought to join a growing Private Client department at our client’s Frodsham office.

This role involves collaboration with a dynamic team on a diverse range of private client matters, including Will Drafting, Probate/Estate Administration, Tax Advice, Trust Administration, Powers of Attorney, and Court of Protection/Deputyship cases.

With a raft of benefits above and beyond the usual, including enhanced holiday provision, a generous pension AND life insurance scheme, this is a great opportunity for an experienced Private Client Legal Assistant or Paralegal to join this team.

 

As a key member of the team, the Private Client Assistant will be responsible for:

- Opening new files and sending out Client Care letters, along with Terms and Conditions.
- Preparing correspondence and documents using audio typing and word processing.
- Drafting various legal documents to support solicitors.
- Coordinating all necessary copying tasks.
- Managing appointments, meetings, and maintaining an up-to-date diary for fee earners.
- Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying exceptional client care standards.
- Accurately preparing invoices and completion statements, submitting them to both the Accounts Department and clients.
- Precisely recording all remitted and received funds by completing posting slips and preparing payment requests.
- Organising mail and enclosures for prompt posting.
- Keeping the file management system meticulously up-to-date throughout each case.
- Ensuring timely and accurate archiving or retrieval of files as necessary.
- Providing invaluable support to fellow assistants as needed.
- Offering guidance and assistance to the reception team when required.
- Actively participating in specialised training sessions, taking ownership of self-development.

The ideal candidate will have:

- Excellent organisational skills.
- Exceptional attention to detail.
- Strong verbal and written communication skills.
- Proficient IT and typing skills.
- Previous experience in a similar role or within a professional or legal environment is preferable.

I look forward to your application for this great role, however if you’d prefer a confidential and informal discussion about the role, please call Justine on 0161 914 7357 or forward your most recent CV to j.forshaw@clayton-legal.co.uk