Private Client Assistant

Job Description:

My client are seeking a Legal Assistant to join their Private client team. You will provide administrative and practical support to fee earners in the Private Client department, assisting with matters such as wills, probate, trusts, and estate administration.
 
Key Responsibilities:

• Supporting fee earners with private client files, including wills, probate, and estate administration
• Drafting routine documents and correspondence
• Opening, maintaining, and closing client files in accordance with firm procedures
• Managing incoming and outgoing correspondence, emails, and telephone calls
• Liaising with clients, beneficiaries, and third parties in a professional and confidential manner
• Maintaining accurate records and updating case management systems
• Assisting with document preparation, bundling, and filing
• General administrative duties, including diary management and scheduling appointments

Skills and Experience:

• Previous experience in a legal or professional services environment (private client experience desirable)
• Good organisational and time management skills
• Strong attention to detail and accuracy
• Professional communication skills, both written and verbal
• Ability to handle sensitive and confidential information
• Competent IT skills, including Microsoft Office

INDL