Private Client Legal Assistant

Confidential; Malton; On-site; GBP 21,000 - 29,000; Full time

Job summary

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

The role covers document production, file management, client communications and compliance. Prior Private Client or legal admin experience is preferred, with transferable admin skills also welcome.

Qualifications

• 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 (advantageous).
• Good audio typing, copy typing and document production skills.

Responsibilities

• Prepare legal documents and correspondence using audio typing, copy typing and standard forms.
• Amend, format and proofread complex legal documents with accuracy.
• Manage incoming and outgoing correspondence and post.
• Access documents, reports and information on online platforms.
• Assist with storage and management of client deeds and important documentation.
• Open, maintain and close client files using the case management system.
• Ensure files and client records are accurate and up to date.
• Undertake daily filing, scanning and document retrieval.
• Process client identification documents and maintain records per procedures.
• Deal with client enquiries in person and over the phone with empathy.
• Arrange appointments, manage diaries and coordinate meetings.
• Maintain positive relationships with clients and colleagues.
• Follow internal policies including AML and risk management; handle deeds securely.
• Participate in training and ongoing professional development.

Skills

Audio typing

Copy typing

Document production

Diary management

Client communication

File management

Attention to detail

Education

Experience in Private Client legal support

Knowledge of Wills, Probate, Estate Administration, Trusts and LPA

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.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.