Private Client Legal Assistant

A dedicated Private Client Assistant is sought to join a growing Private Client department at our client’s Frodsham office. This role involves collaboration with a dynamic team on a diverse range of private client matters, including Will Drafting, Probate/Estate Administration, Tax Advice, Trust Administration, Powers of Attorney, and Court of Protection/Deputyship cases. With a raft of benefits above and beyond the usual, including enhanced holiday provision, a generous pension AND life insurance scheme, this is a great opportunity for an experienced Private Client Legal Assistant or Paralegal to join this team.   As a key member of the team, the Private Client Assistant will be responsible for: - Opening new files and sending out Client Care letters, along with Terms and Conditions. - Preparing correspondence and documents using audio typing and word processing. - Drafting various legal documents to support solicitors. - Coordinating all necessary copying tasks. - Managing appointments, meetings, and maintaining an up-to-date diary for fee earners. - Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying exceptional client care standards. - Accurately preparing invoices and completion statements, submitting them to both the Accounts Department and clients. - Precisely recording all remitted and received funds by completing posting slips and preparing payment requests. - Organising mail and enclosures for prompt posting. - Keeping the file management system meticulously up-to-date throughout each case. - Ensuring timely and accurate archiving or retrieval of files as necessary. - Providing invaluable support to fellow assistants as needed. - Offering guidance and assistance to the reception team when required. - Actively participating in specialised training sessions, taking ownership of self-development. The ideal candidate will have: - Excellent organisational skills. - Exceptional attention to detail. - Strong verbal and written communication skills. - Proficient IT and typing skills. - Previous experience in a similar role or within a professional or legal environment is preferable. I look forward to your application for this great role, however if you’d prefer a confidential and informal discussion about the role, please call Justine on 0161 914 7357 or forward your most recent CV to j.forshaw@clayton-legal.co.uk