Legal Support Assistant - Tax, Trusts & Succession

Overview

Legal Support Assistant - Tax, Trusts & Succession
Cheltenham

Are you keen to find an exciting new role where you will be part of a dynamic, forward-thinking and agile team? TSR Legal is delighted to be working with a highly regarded law firm that is looking to recruit an experienced Legal Support Assistant (LSA) to join its Tax, Trusts and Succession team in Cheltenham.

Why apply through TSR Legal?
TSR Legal partners with leading law firms that place genuine value on their people. This opportunity sits within a firm known for its inclusive, supportive and collaborative culture, where fresh thinking is encouraged and individuals are supported to develop and succeed.

The firm offers a friendly and flexible working environment, with a strong emphasis on innovation, teamwork and long-term career progression. People are encouraged to contribute ideas, take ownership of their role and grow within a culture that values potential and inspiration.

The Role
This is an excellent opportunity for an experienced Legal Support Assistant to provide proactive, high-quality support to lawyers within the Private Client group, specifically the Tax, Trusts and Succession team.
You will play a key role in supporting fee earners, maintaining strong client relationships and ensuring the smooth running of legal and administrative processes.

• Assisting lawyers with the billing process, including drafting narratives and covering letters
• Managing credit control, ensuring timely billing and liaising with departmental administrators to keep systems and processes up to date
• Acting as a central point of contact for clients and third parties by phone and email
• Collating information for client updates and reports as required
• Liaising with internal support teams to resolve issues on behalf of lawyers, taking ownership and following up as needed
• Arranging and actively participating in regular legal team meetings
• Organising client events and seminars in conjunction with the Marketing team, attending where appropriate
• Building and maintaining strong working relationships with lawyers and clients, developing a sound understanding of client needs and business activities

You will be part of a wider Professional Support Services team, which includes Legal Support Assistants, Management Support Assistants and Department and Office Administrators, each aligned to specific legal groups to develop specialist knowledge.

The team supports lawyers across diary management, drafting correspondence, financial management of matters, compliance processes and client engagement initiatives, including events and bids. Strong working relationships and close collaboration are central to how the team operates.

The firm adopts a flexible and agile approach to working, with teams agreeing arrangements that support excellent client service, collaboration and work-life balance.

Flexible working requests are actively encouraged, and candidates are welcome to propose working patterns that suit their individual circumstances.

The successful candidate will share the firm's values and thrive in a collaborative, client-focused environment. The ideal candidate will have:

• Recent experience as a Legal Support Assistant, PA or Secretary within a Tax, Trusts and Succession or Private Client team
• Strong diary management skills with the ability to multi-task effectively
• Experience working with financial processes
• Experience working to compliance and file maintenance procedures
• Fast and accurate typing skills
• Competence in Microsoft Office (Word, Excel, Outlook) and data management systems

• Excellent interpersonal and communication skills, both written and verbal
• Strong attention to detail
• A commercial, proactive and professional approach
• Confident and professional telephone manner
• Self-motivation, enthusiasm and a strong commitment to delivering high levels of client service
• Excellent organisational skills, with the ability to manage competing priorities and work under pressure
• Ability to work independently while also being a supportive team player
• A strong understanding of confidentiality and discretion
• Flexibility, initiative and the confidence to suggest improvements and new ideas

This is a fantastic opportunity to join a firm that genuinely values teamwork, innovation and personal development, offering a supportive and evolving environment in which to build a successful career.
To apply, submit your CV and cover letter to Rachel Phillips, Associate Director at TSR Legal, via #removed# or .