Private Client Legal Assistant

Clear Legal & Financial Recruitment; Malton; On-site; GBP 20,000 - 26,000; Full time

Job summary

Clear Legal & Financial Recruitment is seeking an organised and proactive Legal Assistant to join a busy Private Client team in Malton. You will provide essential administrative and secretarial support to Private Client Solicitors, ensuring smooth department operation and a professional client experience.

The role suits someone with Private Client experience or strong transferable admin skills, eager to develop a career within a supportive, professional team.

Qualifications

• Previous experience in a legal support role, such as Private Client Legal Assistant, Legal Secretary or Legal Administrator.
• Understanding of legal procedures and protocols, ideally within Private Client.
• Knowledge of Wills, Probate, Estate Administration, Trusts and Lasting Powers of Attorney is advantageous.
• Good audio typing, copy typing and document production skills.

Responsibilities

• Provide essential administrative and secretarial support to Private Client Solicitors.
• Prepare legal documents and correspondence using audio typing and standard forms.
• Open, maintain and close client files using the case management system; keep records up to date.
• Deal with client enquiries in person and over the phone, delivering a professional service.

Skills

Audio typing

Administrative support

Client communication

Organisational skills

Tools

Case management system

Job description

An opportunity has arisen for an organised and proactive Legal Assistant to join a busy Private Client team based in Malton. You will provide essential administrative and secretarial support to Private Client Solicitors, helping to ensure the smooth running of the department and delivering a professional, friendly and efficient service to clients.

The ideal candidate will have previous experience working as a Private Client Legal Assistant, Legal Secretary or in a similar legal support role. However, applications are also welcomed from candidates with a general legal administration background, some knowledge of Private Client law or strong transferable administrative skills. This is an excellent opportunity for someone looking to develop their legal career within a supportive and professional team.

Legal Administration & Document Production

• Prepare legal documents and correspondence using audio typing, copy typing and standard forms.
• Amend, format and proofread complex legal documents, ensuring accuracy and attention to detail.
• Manage incoming and outgoing correspondence and post.
• Use relevant online platforms to access documents, reports and information.
• Assist with the safe storage and management of client deeds and important documentation.

File & Case Management

• Open, maintain and close client files using the case management system.
• Ensure files and client records are accurate and kept up to date.
• Undertake daily filing, scanning, document retrieval and general file administration.
• Process client identification documents and maintain records in line with internal procedures.

Client Care & Communication

• Deal with client enquiries in person and over the telephone, providing a professional and empathetic service.
• Answer incoming calls, take accurate messages and direct enquiries to the appropriate person.
• Arrange appointments, manage diaries and coordinate meetings and room bookings.
• Maintain positive relationships with clients and colleagues.

Compliance & Professional Development

• Follow internal policies and procedures, including anti-money laundering and risk management requirements.
• Ensure client deeds and sensitive documents are handled and stored securely.
• Participate in relevant training and take responsibility for ongoing professional development.

Skills & Experience

• Previous experience in a legal support role, such as Private Client Legal Assistant, Legal Secretary or Legal Administrator.
• An understanding of legal procedures and protocols, ideally within Private Client.
• Knowledge of Wills, Probate, Estate Administration, Trusts and Lasting Powers of Attorney would be advantageous.
• Good audio typing, copy typing and document production skills.