Private Wealth Legal Assistant & Admin Specialist

Greenwoods Legal LLP; Greater London; On-site; GBP 26,000 - 36,000; Full time

Job summary

Greenwoods Legal LLP is seeking a Private Wealth Team Assistant to support the team with non-chargeable administration across London, Cambridge, and Peterborough. You will draft documents, manage case files, maintain databases, and help with billing and client communications.

The role requires a proactive, detail-oriented individual who can work across locations and contribute to a smooth, client-centric wealth practice. An interest in private client work is essential.

Qualifications

• Experience in a legal support role, ideally as a legal secretary in a Private Wealth or private client team.
• A genuine interest in Private Wealth work and ability to work across multiple locations.

Responsibilities

• Draft and prepare documents, letters, emails, and attendance notes.
• File documents accurately on our case management system.
• Keep databases up to date and monitor reminders.
• Assist with billing, invoices, and financial queries where needed.
• Support team organisation, meetings, and onboarding of new starters.

Skills

Organisational skills

Attention to detail

Communication skills

MS Office

Job description

Greenwoods Legal LLP is seeking a Private Wealth Team Assistant to support the team with non-chargeable administration across London, Cambridge, and Peterborough. You will draft documents, manage case files, maintain databases, and help with billing and client communications.

The role requires a proactive, detail-oriented individual who can work across locations and contribute to a smooth, client-centric wealth practice. An interest in private client work is essential.