Private Client Legal Assistant – Wills & Probate

Brook Street; Peacehaven; On-site; GBP 28,000 - 32,000; Full time

Job summary

Brook Street is seeking an experienced Legal Assistant for a Private Client team based in Emsworth. You will provide comprehensive administration and secretarial support, ensuring matters progress smoothly and clients receive excellent service.

The role involves handling wills, probate, trusts, and powers of attorney, managing files, and liaising with executors and professionals. Monday–Friday, 9:00–17:00, salary £28,000–£32,000 DOE.

Qualifications

• Experience within a Private Client department is preferred.
• Strong multitasking and prioritisation abilities are essential.
• Excellent attention to detail and high level of accuracy.

Responsibilities

• Open and set up new client files in line with compliance procedures.
• Provide comprehensive administrative and secretarial support to the Wills, Trusts & Probate team.
• Prepare correspondence, legal documents, forms, and court paperwork accurately and efficiently.
• Manage diaries, appointments, meetings and client communications.
• Assist with probate and estate administration, liaising with executors and beneficiaries.
• Chase outstanding documentation from clients and external bodies (HMRC, OPG, banks etc.).
• Process incoming/outgoing post and ensure records are updated in the case management system.
• Support fee earners with file management from instruction to completion and closure.
• Assist with preparation of Lasting Powers of Attorney, Wills and Probate applications.
• Maintain confidentiality and comply with legal/regulatory requirements.
• Undertake general office duties as required.

Skills

Organisational skills

Attention to detail

Written & verbal communication

Microsoft Office

Case management systems

Team player

Tools

Case management software

Microsoft Office

Job description

Brook Street is seeking an experienced Legal Assistant for a Private Client team based in Emsworth. You will provide comprehensive administration and secretarial support, ensuring matters progress smoothly and clients receive excellent service.

The role involves handling wills, probate, trusts, and powers of attorney, managing files, and liaising with executors and professionals. Monday–Friday, 9:00–17:00, salary £28,000–£32,000 DOE.