Private Client Legal Assistant — Wills & Probate (Office-Based)

HCB ACCOUNTANTS LLP; Warrington; Hybrid; GBP 19,000 - 24,000; Full time

Benefits offered by this job

26 days holiday plus Bank Holidays

Comprehensive training and development

Support to study for professional acc/

Job summary

HCB Accountants LLP in Warrington is seeking a proactive Legal Assistant to join our Private Client team. You will handle client queries, support fee earners, prepare basic documents, and help with case management and billing processes.

The role requires good admin skills, proficiency in MS Office, and a keen eye for detail. Office-based, with training opportunities and the chance to study towards professional qualifications.

Qualifications

• Advanced computer literacy with Word, Excel and Outlook.
• Proficiency in English with strong administrative skills.
• Experience in a legal office and basic document drafting is helpful.
• Ability to juggle multiple tasks and meet deadlines.

Responsibilities

• Deal with queries from clients, solicitors and other parties.
• Provide client updates and monitor matter progression.
• Open and close matters on the case management system per AML/SRA rules.
• Draft basic correspondence, forms and documents under supervision.
• Submit/register forms and documents with Probate Registry, Certainty and HMRC.
• Organise, safeguard and release wills and other legal documents.
• Maintain contact lists and calendars for fee earners.
• Monitor deadlines and manage appointments and diaries.
• Prepare and submit bills and liaise with the finance team.
• Prepare Estate Accounts on Excel and handle overflow calls.
• Reception cover and banking/post duties as required.

Skills

Microsoft Word

Microsoft Excel

Outlook

English proficiency

Tools

Case management software

Job description

HCB Accountants LLP in Warrington is seeking a proactive Legal Assistant to join our Private Client team. You will handle client queries, support fee earners, prepare basic documents, and help with case management and billing processes.

The role requires good admin skills, proficiency in MS Office, and a keen eye for detail. Office-based, with training opportunities and the chance to study towards professional qualifications.