Private Client Legal Assistant

G2 Legal Limited; Worthing; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent legal firm in Worthing is seeking a Private Client Administrative Assistant to support a busy team. This role requires strong administrative skills, client care abilities, and attention to detail, especially in probate and estate administration matters. The ideal candidate will be proactive and organised, with experience in a law firm and knowledge of legal documentation. Flexible working arrangements are available.

Qualifications

• Strong administrative experience, ideally within a law firm.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.

Responsibilities

• Act as a friendly first point of contact for enquiries.
• Handle calls, emails and schedule appointments.
• Draft standard documents such as wills and probate forms.

Skills

Strong administrative experience

Excellent written and verbal communication skills

High attention to detail

Ability to manage multiple tasks

Strong IT skills

Organised and reliable

Tools

LEAP

Microsoft Office

Job description

Private Client Administrative Assistant

Location: Worthing, West Sussex

Employment Type: Full-time (office-based with some flexibility depending on business need)

About the Role

We are looking for a proactive and organised Private Client Administrative Assistant to join a busy Private Client team. This is an excellent opportunity for someone who is client-focused, calm under pressure, and has exceptional attention to detail-particularly when working on probate, wills, Lasting Powers of Attorney (LPA) and estate administration matters.

You will work closely with fee-earners, supporting day-to-day file management, document production, client communication and general administrative duties within the department.

Key Responsibilities

Client Care & Communication

• Act as a friendly and professional first point of contact for Private Client enquiries
• Handle incoming calls, emails and walk-ins, ensuring clients feel supported and informed
• Schedule appointments and manage fee-earners' diaries
• Provide clear and timely updates to clients while maintaining confidentiality

File & Matter Administration

• Open new matters, carry out conflict checks and prepare engagement letters
• Organise files (digital and paper) in line with firm procedures
• Assist with ID checks and AML requirements
• Liaise with third parties (banks, HMRC, care homes, asset holders) for information

Document Preparation

• Draft standard documents such as:
  • Will instruction sheets
  • Probate forms
  • LPA forms
  • Letters to clients and third parties

Estate Administration Support

• Collate asset and liability information for probate
• Update estate accounts and asset schedules
• Prepare documentation for the Probate Registry
• Monitor key deadlines and ensure timely progression of matters

General Administrative Duties

• Photocopying, scanning, filing and post handling
• Maintain accurate data within the case management system (e.g., LEAP)
• Assist with billing, raising invoices and maintaining payment records
• Support fee-earners with ad-hoc administrative tasks as required

Skills & Experience

Essential

• Strong administrative experience, ideally within a law firm or professional services
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to manage multiple tasks and priorities
• Strong IT skills, including case management systems and Microsoft Office
• Organised, reliable and able to work to deadlines

Desirable

• Previous experience in Private Client work (wills, probate, trusts, estate administration)
• Understanding of SRA compliance and confidentiality obligations
• Experience with LEAP or similar case management systems

Personal Qualities

• Warm, patient and empathetic—especially when working with vulnerable or bereaved clients
• A team player with a can-do attitude
• Professional, discreet and calm
• Driven to learn and develop within the Private Client field

How to Apply:

• Online: Apply with your updated CV via the provided link.
• Contact: For immediate consideration, contact Robert Rowland at G2 Legal.

We look forward to hearing from you.