Private Client Legal Assistant

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

Job summary

A respected law firm in St Albans seeks a Private Client Legal Assistant to support their team. This role involves managing client matters, providing administrative support, and ensuring excellent client service. Ideal candidates have a legal secretarial background and strong organisational skills. The firm emphasizes a client-first service and offers a supportive culture.

Qualifications

• Legal secretarial background desirable.
• Strong commitment to client care.
• Proficient in IT and legal software systems.

Responsibilities

• Progress matters including Wills and Probate under guidance.
• Manage your own caseload with high standards.
• Provide administrative support to the team.

Skills

Organisational skills

Client service mindset

Attention to detail

Proactive approach

Tools

Probate software

Peppermint/Isokon

Job description

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Private Client Legal Assistant, St Albans

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Client:

Clayton Legal

Location:

St Albans, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ba3879c22eb5

Job Views:

6

Posted:

01.08.2025

Expiry Date:

15.09.2025

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Job Description:

Are you looking for a role where your organisational skills, client service mindset, and legal admin experience can make a real difference?

We’re working with a respected and growing law firm looking to appoint a Private Client Assistant to support their Private Client Team Leader. This is a varied and rewarding role where you’ll help ensure clients receive a smooth, supportive, and professional experience throughout their matters.

Whether you’re experienced in Private Client work or come from a strong legal secretarial/admin background, this could be the perfect next step for you.

What You’ll Be Doing:

Client Service

• Progress matters under the guidance of the Team Leader, including Wills, LPAs, Probate and Trust Administration
• Provide professional, courteous support to clients
• Ensure accuracy of all documents and correspondence
• Adhere to the Solicitors Code of Conduct and Accounts Rules
• Flag any client or third-party complaints promptly to the Head of Department
• Work towards fee-earning targets (min. chargeable hours/year)
• Refer clients to other departments where beneficial

Matter Administration

• Manage your own caseload with high standards in time recording, billing, and client care
• Use probate software to draft key documents and forms (e.g. Wills, LPAs, probate applications)
• Keep digital and physical workspaces in order
• Bill promptly, chase costs, and handle client money in accordance with procedure

Secretarial & Administrative Support

• Open and close files, perform AML checks
• Support the team with calls, visitors, diary management, and meetings
• Manage post, emails, and file organisation
• Handle typing and document dispatch (including outsourced material)
• Work with the Accounts team to process disbursements and cheques
• Maintain accurate client records using Peppermint/Isokon
• Assist with photocopying, archiving, and general office troubleshooting
• Support colleagues with phone cover and ad-hoc admin when needed
• Greet and assist clients who come into the office
• Maintain legal document storage and registers

What You’ll Bring:

• Legal secretarial background (desirable)
• A strong commitment to client care and clear communication
• Great organisational skills, calmness under pressure, and excellent attention to detail
• Confidence using IT and legal software systems
• A proactive and professional approach with the ability to follow instructions
• Strong timekeeping and a supportive team spirit

This is a brilliant opportunity to join a firm that values its people, delivers a truly client-first service, and offers a supportive working culture.