Private Client Legal Assistant

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

Job summary

An established industry player is seeking a Private Client Legal Assistant to support their Head of Department in delivering exceptional legal services. This role involves assisting fee earners with managing caseloads, handling client inquiries, and ensuring compliance with firm policies. The ideal candidate will possess strong communication skills, attention to detail, and proficiency in Microsoft Office. Join a dynamic team where your contributions will enhance client relationships and support the firm's growth. If you are passionate about legal work and eager to develop your career, this opportunity is perfect for you.

Qualifications

• Experience in a Private Client Department handling Wills and Estate Administration.
• Strong IT skills and proficiency with case management systems.

Responsibilities

• Assist Fee Earners with managing caseloads and executing legal procedures.
• Communicate with clients and handle queries efficiently.

Skills

Client Communication

Attention to Detail

Time Management

Legal Research

Proficiency in Microsoft Office

Case Management Systems

Education

Studying for Membership of the Institute of Legal Executives

Tools

Case Management System

Microsoft Office

Job description

Private Client Legal Assistant, Shepton Mallet

Job Overview

Support the Head of Department in providing legal services by assisting fee earners and clients with legal tasks.

Responsibilities and Duties

1. Assist Fee Earners in managing caseloads and executing legal procedures as directed.
2. Handle file-related queries face-to-face or via telephone.
3. Complete tasks competently within set timescales.
4. Take dictations and perform typing duties.
5. Coordinate with the Accounts Department on payments and financial matters.
6. Maintain high standards of work, attention to detail, organization, and efficiency under pressure.
7. Communicate with clients and contacts, handle queries, take instructions, and conduct correspondence and calls.
8. Report work issues or problems immediately to management.
9. Ensure compliance with firm policies and procedures.
10. Use the Case Management system proficiently.
11. Enhance the firm's client base through effective liaison with existing clients.
12. Identify cross-selling opportunities to maximize firm potential.
13. Manage personal work allocation, productivity, and quality with minimal supervision.
14. Perform other clerical and administrative duties as reasonably required.

Experience Required

1. Recent experience working within a Private Client Department.
2. Experience assisting with Wills, Probates, LPAs, and Estate Administration caseloads.
3. Practical experience handling client inquiries face-to-face and by telephone.
4. Confident and articulate with a robust approach to relationships and interactions.
5. Ability to work quickly and accurately under pressure, adhering to deadlines.
6. IT literate with good keyboard skills; proficiency in Microsoft Office is essential.
7. Studying for Membership of the Institute of Legal Executives.
8. Knowledge of case management systems.
9. Commitment to personal development.