Legal Assistant – Private Client

Our client is seeking an enthusiastic and well-organised Legal Assistant to join their established Private Client team in Warrington, Cheshire.

The role would suit someone with previous private client experience looking to develop their career within a supportive environment.

Key Responsibilities

• Assisting fee earners with Private Client matters
• Dealing with queries from clients, solicitors and other parties
• Providing client updates and monitoring matter progression
• Opening and closing matters in accordance with AML, SRA and internal procedures
• Preparing basic correspondence, forms and legal documents under supervision
• Submitting and registering documents with the Probate Registry, Certainty and HMRC
• Managing and maintaining Wills, LPAs, Probate documents and associated records
• Managing diaries, appointments, deadlines and contact lists
• Preparing bills, payments and receipts and liaising with the finance team
• Preparing Estate Accounts using Excel
• Handling client telephone calls and providing reception cover when required
• General administrative duties including post and banking

Requirements

• Previous experience as a Legal Assistant or Legal Secretary is preferred
• Good understanding of legal office procedures
• Strong IT skills, particularly Word, Excel and Outlook
• Experience using case management systems
• Excellent organisational and administrative skills
• Strong attention to detail
• Ability to manage multiple tasks and work under pressure
• Excellent written and verbal communication skills

What's on Offer

• 26 days' holiday plus Bank Holidays
• Pension scheme
• Holiday bonus scheme
• Comprehensive training and development opportunities, including support towards professional qualifications
• Firm-funded eye tests

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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