Wills & Estates Legal Assistant - Private Client Support

Confidential; Colchester; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

22 days annual leave + bank holidays +

Job summary

Confidential in Colchester is seeking an experienced Wills and Estates Legal Assistant to support a Senior Solicitor and Director in a busy private client department. You will prepare, format and proofread documents, manage calendars, and act as the first point of contact for clients, both on the phone and in person.

You should have substantial Private Client/Wills experience, solid organisational skills, and proficiency with Microsoft Office and document management systems.

Qualifications

• Previous experience as a Legal Assistant / Legal Secretary in Private Client, Wills and Estates.
• Experience in a fast-paced environment is highly desirable.
• Strong organisational and time management skills with discretion.

Responsibilities

• Provide support to a senior solicitor and director with a busy caseload.
• Prepare, format and proofread legal documents and correspondence for private client matters.
• Manage solicitor's calendar, schedule appointments and meetings.
• Handle correspondence, emails, letters and phone calls; draft as appropriate.
• Act as first point of contact for clients; arrange meetings.
• Prepare and manage documents such as Wills, Trusts, Powers of Attorney, and Estate Planning documents.
• Assist with billing and track time entries for billable hours.
• Assist in probate applications and administration of estates.
• Ensure compliance on files via case management system; escalate as needed.
• Conduct legal research.

Skills

Legal Assistant experience

Private Client

Wills & Estates

Tools

Document management system

Microsoft Office Suite

Job description

Confidential in Colchester is seeking an experienced Wills and Estates Legal Assistant to support a Senior Solicitor and Director in a busy private client department. You will prepare, format and proofread documents, manage calendars, and act as the first point of contact for clients, both on the phone and in person.

You should have substantial Private Client/Wills experience, solid organisational skills, and proficiency with Microsoft Office and document management systems.