Private Wealth Legal Assistant – Trusted Team Support

Greenwoods; Greater London; On-site; GBP 24,000 - 29,000; Full time

Job summary

Greenwoods is seeking a Private Wealth Team Assistant to support the lawyers across London, Cambridge, and Peterborough. You will oversee non-chargeable admin, billing processes, and client communications, while assisting with day-to-day legal and matter administration.

The role involves collaboration with the Private Wealth team, risk and compliance, and finance to ensure smooth file handling and service delivery for clients and their families.

Qualifications

• Experience in a legal support role, ideally as a legal secretary in Private Wealth or private client teams.
• Organisational and administrative abilities to manage a busy workload.

Responsibilities

• Draft and prepare documents, letters, emails, and attendance notes in line with our house style.
• File documents on the case management system and keep databases up to date.
• Monitor reminders and inform team or clients when due.
• Prepare engrossments, bundles, and binding.
• Draft basic wills, LPAs, Court of Protection applications, and tax forms.
• Log and distribute daily post via the case management system.
• Update client details and review files regularly.
• Manage billing and assist with invoices and reports as required.
• Coordinate team meetings, diaries, travel, and catering.
• Provide reception cover and onboard new starters.

Skills

Organisational skills

Attention to detail

Communication skills

Discretion with confidential info

Team player

Tools

Microsoft Office

Case management system

Job description

Greenwoods is seeking a Private Wealth Team Assistant to support the lawyers across London, Cambridge, and Peterborough. You will oversee non-chargeable admin, billing processes, and client communications, while assisting with day-to-day legal and matter administration.

The role involves collaboration with the Private Wealth team, risk and compliance, and finance to ensure smooth file handling and service delivery for clients and their families.