Prviate Client Legal Assistant

G2 Legal; Worthing; On-site; GBP 25,000 - 30,000; Full time

Job summary

A law firm in the UK seeks a Private Client Administrative Assistant to support a busy team. Your role will include managing client enquiries, scheduling appointments, and preparing essential documents like wills and probate forms. The ideal candidate will have strong administrative experience, excellent communication skills, and high attention to detail. An understanding of Private Client work is advantageous. This position is perfect for someone looking to develop within the legal field.

Qualifications

• Strong administrative experience, ideally in a law firm.
• Excellent written and verbal communication skills are crucial.
• High attention to detail and accuracy required.

Responsibilities

• Act as a first point of contact for Private Client enquiries.
• Manage fee-earners’ diaries and schedule appointments.
• Draft standard documents such as will instruction sheets and LPA forms.

Skills

Strong administrative experience

Excellent written and verbal communication skills

High attention to detail

Strong IT skills

Ability to manage multiple tasks

Tools

LEAP

Microsoft Office

Job description

We are looking for a proactive and organised Private Client Administrative Assistant to join a busy Private Client team. This is an excellent opportunity for someone who is client-focused, calm under pressure, and has exceptional attention to detail-particularly when working on probate, wills, Lasting Powers of Attorney (LPA) and estate administration matters.

You will work closely with fee-earners, supporting day-to-day file management, document production, client communication and general administrative duties within the department.

Key Responsibilities

Client Care & Communication

• Act as a friendly and professional first point of contact for Private Client enquiries
• Handle incoming calls, emails and walk-ins, ensuring clients feel supported and informed
• Schedule appointments and manage fee-earners’ diaries
• Provide clear and timely updates to clients while maintaining confidentiality

File & Matter Administration

• Open new matters, carry out conflict checks and prepare engagement letters
• Organise files (digital and paper) in line with firm procedures
• Assist with ID checks and AML requirements
• Liaise with third parties (banks, HMRC, care homes, asset holders) for information

Document Preparation

• Draft standard documents such as :
• Will instruction sheets
• Probate forms
• LPA forms
• Letters to clients and third parties

Estate Administration Support

• Collate asset and liability information for probate
• Update estate accounts and asset schedules
• Prepare documentation for the Probate Registry
• Monitor key deadlines and ensure timely progression of matters

General Administrative Duties

• Photocopying, scanning, filing and post handling
• Maintain accurate data within the case management system (e.g., LEAP)
• Assist with billing, raising invoices and maintaining payment records
• Support fee-earners with ad-hoc administrative tasks as required

Skills & Experience

Essential

• Strong administrative experience, ideally within a law firm or professional services
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to manage multiple tasks and priorities
• Strong IT skills, including case management systems and Microsoft Office
• Organised, reliable and able to work to deadlines

Desirable

• Previous experience in Private Client work (wills, probate, trusts, estate administration)
• Understanding of SRA compliance and confidentiality obligations
• Experience with LEAP or similar case management systems

Personal Qualities

• Warm, patient and empathetic-especially when working with vulnerable or bereaved clients
• A team player with a can-do attitude
• Professional, discreet and calm
• Driven to learn and develop within the Private Client field