Private Client Legal Assistant

TN United Kingdom; Frodsham; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Private Client Legal Assistant to join their growing team in Frodsham. This role offers a dynamic work environment where you'll engage in various private client matters, including Will Drafting and Probate Administration. You'll be a key team member responsible for file management, client correspondence, and document preparation. With enhanced holiday provisions, a generous pension, and life insurance, this position not only promises professional growth but also a supportive workplace culture. If you're organized, detail-oriented, and passionate about client care, this opportunity is perfect for you.

Benefits

Enhanced Holiday Provision

Generous Pension Scheme

Life Insurance

Qualifications

• Experience in a similar role or within a professional or legal environment is preferable.
• Strong verbal and written communication skills are essential.

Responsibilities

• Opening new files and preparing legal documents to support solicitors.
• Managing appointments and maintaining an up-to-date diary for fee earners.
• Engaging with clients through meetings and phone conversations.

Skills

Organizational Skills

Attention to Detail

Verbal Communication

Written Communication

IT Skills

Typing Skills

Education

Experience in a Legal Environment

Tools

Word Processing Software

Audio Typing Software

Job description

Social network you want to login/join with:

Private Client Legal Assistant, Frodsham

Client:

Clayton Legal

Location:

Frodsham, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

ca5dd3be9c76

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

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.