Private Client Legal Assistant

Clayton Legal; Frodsham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-regarded legal firm is seeking a Private Client Legal Assistant for its Frodsham office. This role offers the chance to work with a dynamic team on a range of client matters including Will Drafting, Probate, and Tax Advice. Ideal candidates will bring excellent organizational abilities and a strong legal background to ensure exceptional service to clients, alongside a comprehensive benefits package.

Benefits

Enhanced holiday provision

Generous pension scheme

Life insurance scheme

Qualifications

• Previous experience in a similar role or within a professional or legal environment is preferable.
• Proficient IT and typing skills.
• Exceptional attention to detail and strong communication skills.

Responsibilities

• Opening new files and sending Client Care letters.
• Preparing legal documents and managing appointments.
• Engaging with clients and maintaining high standards of client care.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

IT skills

Typing skills

Education

Experience in a legal environment

Job description

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Private Client Legal Assistant, Frodsham

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Client:

Clayton Legal

Location:

Frodsham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ca5dd3be9c76

Job Views:

13

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

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.
• Organizing 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 specialized training sessions, taking ownership of self-development.

The ideal candidate will have:

• Excellent organizational 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.