Private Client Legal Assistant

Our Legal 500–recognised client is seeking an experienced Private Client Legal Assistant with strong administrative and organisational skills. A solid understanding of wills and probate and the ability to manage multiple tasks in a fast-paced environment are essential.

The Firm:
Our Legal 500 client is a nationwide, full-service firm with 20+ offices, praised for its high-quality advice and strong client satisfaction. Combining top-tier expertise with commercial insight, the firm delivers strategic, expert support across all practice areas

Responsibilities for this Private Client Legal Assistant role?

Responding to enquiries from clients, solicitors, and other parties
Keeping clients updated and tracking case progress
Opening and closing files on the case management system
Drafting basic correspondence and documents under supervision
Submitting and registering legal forms with the Probate Registry, Certainty, and HMRC
Managing the storage, security, and release of Wills, LPAs, Grants of Probate, and related documents
Maintaining contact databases and calendars
Monitoring deadlines and managing appointments and diaries
Conducting searches and registering Wills with Certainty
Preparing bills, processing payments and receipts, and liaising with the finance team
Preparing estate accounts using Excel
Handling incoming client calls and providing reception cover
Preparing and delivering banking and post
Carrying out general administrative duties
Undertaking additional tasks to support the smooth running of the office
Benefits for this Private Client Legal Assistant opportunity:

26 days holiday + BH’s
Holiday purchase scheme
Bonus holiday scheme (up to 12 additional days leave a year)
Cycle to work scheme.
Monthly fun events with prizes.
Training and development opportunities
For more information regarding this Private Client Legal Assistant role please contact Mia Henderson quoting reference 37097.

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