Private Client Legal Assistant – Growth & Training Prospects

Clear Legal & Financial Recruitment; England; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

26 days holiday

Pension scheme

Holiday bonus scheme

Training opportunities

Eye tests

Job summary

Clear Legal & Financial Recruitment is seeking a proactive Legal Assistant to join a Private Client team in Warrington, Cheshire. The role suits someone with Private Client experience looking to advance in a supportive environment.

Key duties include assisting fee earners, handling queries, preparing documents, managing wills and probate records, and handling diary management and billing. 26 days holiday, pension, and training opportunities are offered.

Qualifications

• Previous experience as a Legal Assistant or Legal Secretary is preferred.
• Good understanding of legal office procedures.
• Strong IT skills, particularly Word, Excel and Outlook.
• Experience using case management systems; excellent organisational and administrative skills.
• Strong attention to detail.
• Ability to manage multiple tasks and work under pressure.
• Excellent written and verbal communication skills.

Responsibilities

• Assisting fee earners with Private Client matters.
• Dealing with queries from clients, solicitors and other parties.
• Providing client updates and monitoring matter progression.
• Opening and closing matters in accordance with AML, SRA and internal procedures.
• Preparing basic correspondence, forms and legal documents under supervision.
• Submitting and registering documents with the Probate Registry, Certainty and HMRC.
• Managing and maintaining Wills, LPAs, Probate documents and associated records.
• Managing diaries, appointments, deadlines and contact lists.
• Preparing bills, payments and receipts and liaising with the finance team.
• Preparing Estate Accounts using Excel.
• Handling client telephone calls and providing reception cover when required.
• General administrative duties including post and banking.

Skills

Legal experience

Organisational skills

Attention to detail

Multitasking

Communication skills

Tools

Word

Excel

Outlook

Case management systems

Job description

Clear Legal & Financial Recruitment is seeking a proactive Legal Assistant to join a Private Client team in Warrington, Cheshire. The role suits someone with Private Client experience looking to advance in a supportive environment.

Key duties include assisting fee earners, handling queries, preparing documents, managing wills and probate records, and handling diary management and billing. 26 days holiday, pension, and training opportunities are offered.