Job Role: Private Client AssistantLocation: ShirleySalary: £22,000 - £25,000 Office based & Full TimeAre you an experienced Legal Administrator, Secretary or Assistant seeking a change in scenery or a new challenge in the legal sector? then this role could be for you as we are looking to assist a regional legal 500 client of ours in their search for a new Private Client Assistant, to join their busy and thriving team. Prior private client, private wealth legal experience is essential and a keen interest and focus handling Wills would be beneficial as this would be a focused role aiding new and existing clients with their Wills. Day to day duties include but may not be limited to; * Dealing with queries raised by clients, solicitors and other involved parties* Provide client updates and monitor matter progression* Opening and closing matters on the case management system compliant with the firm's AML and quality standards and SRA regulations* Supervised drafting of basic correspondence, forms and documents.* Submitting/registering forms and legal documents Probate Registry, Certainty and HMRCYou must have; * Previous work experience as legal assistant/secretary* Satisfactory knowledge of day-to-day operations of a legal office* Advanced computer literacy (word, excel, outlook)* Working knowledge of case management software* Proficiency in English* Excellent administrative and organisational skills* A keen interest in the area of law* Excellent communication skillsIf you could be interested in hearing more about this opportunity then apply within or be sure to reach out to Stephan Kuhn of Simpson Judge.
Back to searchWills Assistant
Simpson Judge Ltd
Posted 19 hours ago, valid for 7 days
Solihull, West Midlands B90 4SF
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- The Private Client Assistant role is based in Shirley with a salary range of £22,000 - £25,000 and is office-based and full-time.
- Candidates should have prior private client or private wealth legal experience, particularly with Wills, as this role focuses on assisting clients with their estate planning.
- Key responsibilities include handling client queries, monitoring case progression, and managing legal documentation in compliance with regulations.
- Applicants must have previous experience as a legal assistant or secretary, advanced computer skills, and excellent communication and organizational abilities.
- Interested candidates are encouraged to apply or contact Stephan Kuhn of Simpson Judge for more information.
