Job Role: Private Client Assistant
Location: Shirley
Salary: 22,000 - 25,000
Office based & Full Time
Are 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 HMRC
You 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 skills
If 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
Posted 19 hours ago, valid for 7 days
Solihull, West Midlands B90 3HL, England
£22,000 - £25,000 per annum
Full Time
By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.
Sonic Summary
- The Private Client Assistant role is located in Shirley and offers a salary between £22,000 and £25,000.
- Candidates must have prior private client or private wealth legal experience and a keen interest in handling Wills.
- Daily responsibilities include dealing with client queries, providing updates, and managing case documentation in compliance with regulations.
- Applicants should possess advanced computer skills and a satisfactory understanding of legal office operations.
- The position requires excellent communication and organizational skills, with a focus on legal administration.
