Private Client Legal Assistant

My client, a well-established and nationally expanding law firm, based in Sutton Coldfield, is seeking a dedicated and professional Private Client Legal Assistant to join its supportive and highly regarded team.

Known for its excellent staff retention and commitment to employee well-being, my client provides an exceptional working environment that fosters career development and collaboration.

You will assist fee earners in the Private Client department, supporting the team with a wide range of duties to ensure the smooth progression of cases.

Responsibilities:

• Prepare and draft legal documents for wills, probate and estate administration
• Manage client correspondence and provide a friendly, professional service
• Maintain accurate records and ensure compliance with regulatory and firm-wide standards
• Handle file management tasks, including opening, updating and closing files
• Liaise with third parties such as banks, executors and other stakeholders
• Provide diary management and schedule appointments for fee earners
• Assist with gathering and sharing information as required to progress cases

You:

You will have the following experience and qualities:

• Previous experience in a similar legal assistant or administrative role, preferably in a private client department
• Strong organisational skills and the ability to manage multiple tasks efficiently
• A keen eye for detail to ensure accuracy in documentation and correspondence
• Excellent communication skills, both written and verbal, with a professional and empathetic approach to client care
• Proficiency in using legal case management systems and Microsoft Office applications
• A proactive attitude and the ability to work both independently and collaboratively in a team-oriented environment
• Familiarity with the processes involved in wills, probate and estate administration is advantageous

Benefits:

• Life assurance
• Company pension scheme
• Free parking
• Birthday holiday

This is an exciting opportunity for a motivated individual to join a reputable and expanding law firm that values its employees, providing ample opportunities for career growth. If you feel that this is the right opportunity for you then apply online now! Or contact Toby Ryan at G2 Legal Recruitment today.

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