Private Client Assistant

5 months ago


Warrington, United Kingdom Rowlinson's Solicitors Full time

**Benefits**: Company Pension Scheme, Hybrid Working (upon completion of training and probationary period), Wellness Packages, Life Insurance Scheme, Generous Holiday Package, Free Office Parking, and a Great Team Environment

**The Opportunity**: We are excited to welcome a dedicated Private Client Assistant to our growing team at our Frodsham Office. In this role, you will collaborate with a dynamic team, assisting 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.

**Main Responsibilities**:
As a key member of our team, you will be responsible for:

- Opening new files and sending out Client Care letters, along with our Terms and Conditions.
- Preparing correspondence and documents using audio typing and word processing.
- Drafting various legal documents to support our Solicitors.
- Coordinating all necessary copying tasks.
- Managing appointments, meetings, and maintaining an up-to-date diary for our fee earners.
- Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying the firm's 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 the 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 your self-development.
- Upholding strict confidentiality standards for all firm and client documentation and information.
- Adhering to the Solicitors Accounts Rules and the rules of Professional Conduct of Solicitors or other relevant professional bodies.

**To excel in this role, you will need**:

- Proficiency in IT and typing skills.
- Exceptional communication abilities, both written and verbal.
- Preferably, prior experience as a Legal Assistant or in a similar professional office setting.

Pay: £8.55-£12.00 per hour

**Benefits**:

- Health & wellbeing programme
- Life insurance
- Transport links
- Work from home

Schedule:

- Monday to Friday

**Education**:

- A-Level or equivalent (preferred)

Work Location: In person



  • Warrington, United Kingdom LJW Recruitment Solutions Full time

    Private Client Legal Assistant Warrington £18,000 - £22,000 I am currently working with a highly regarded, reputable leading law firm who are looking for an experienced Legal Assistant to join their expanding Private Client team. **Required**: - You will have at least 12 month's experience working within a Private Client team. - You will be able to...


  • Warrington, United Kingdom LJW Recruitment Solutions Full time

    Salary/Rate: £30,000 - £45,000 Location : Warrington Title: Private Client Associate I am currently working with an excellent Leading Legal 500 Law firm who are now looking for an ambitious Private Client lawyer / fee earner with over 2 years' experience in handling their own caseload. This is a well-established law firm which practices in multiple...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Miller Grace are currently recruiting for an experienced Private Client Solicitor to join their team in the Cheshire area. Our client is a high-street, full-service law firm that is highly reputable within their field and boasts a great office culture, benefits, and a diverse team of professionals for the successful candidate to work with.They are looking...


  • Warrington, United Kingdom Crowe Watson Recruitment Full time

    Crowe Watson Recruitment is thrilled to present a unique opportunity for an ambitious Private Client Tax Senior to join an independent, reputable firm of Chartered Accountants based in Warrington. This role offers the chance to work within a dynamic and supportive team environment, where you will play a key role in delivering high-quality tax services to a...

  • Tax Advisor

    3 weeks ago


    Warrington, Cheshire, United Kingdom Taylor Rose Recruitment Ltd Full time

    Due to continued growth, Tax Specialists Taylor Rose Recruitment have been instructed on a unique Tax Advisor opportunity on behalf of our client in Warrington. Perfect for a ATT/ CTA qualified individual with a keen interest in tax advisory work looking for the next step up on their career. The role will be 100% advisory (no compliance), working with...

  • Senior Java Developer

    4 weeks ago


    Warrington, Warrington, United Kingdom Client Server Full time

    Backend Software Engineer OpportunityWe are seeking a skilled Java Developer to join our team at Client Server. As a Backend Software Engineer, you will be responsible for designing and developing new features and enhancements across two security product areas, working across the full development lifecycle.About the RoleYou will be working in a small, Agile...


  • Warrington, United Kingdom Client Server Full time

    Backend Software Engineer / Developer (Java SQL Networking) to £140kAre you a Java technologist with strong backend development experience looking for an opportunity to progress your career in a senior, hands-on role?You could be joining a Cyber Security technology company and enjoying a huge range of perks and benefits from continual learning and...


  • Warrington, United Kingdom Client Server Full time

    Backend Software Engineer / Developer (Java SQL Networking) to £140kAre you a Java technologist with strong backend development experience looking for an opportunity to progress your career in a senior, hands-on role?You could be joining a Cyber Security technology company and enjoying a huge range of perks and benefits from continual learning and...


  • Warrington, United Kingdom Client Server Full time

    Backend Software Engineer / Developer (Java SQL Networking) to £140kAre you a Java technologist with strong backend development experience looking for an opportunity to progress your career in a senior, hands-on role?You could be joining a Cyber Security technology company and enjoying a huge range of perks and benefits from continual learning and...


  • Warrington, United Kingdom Client Server Full time

    Job Description Backend Software Engineer / Developer (Java SQL Networking) to £140k Are you a Java technologist with strong backend development experience looking for an opportunity to progress your career in a senior, hands-on role? You could be joining a Cyber Security technology company and enjoying a huge range of perks and benefits from continual...


  • Warrington, United Kingdom Lynton Private Day Nursery- Hatton, Warrington Full time

    **Lynton Private Day Nursery is an independent 33 place nurturing, homely setting where we encourage all members of our small friendly team to provide input to our unique holistic setting. **We are looking for an enthusiastic and creative individual who is caring, with drive and ambition to come and join our friendly team. You will be supported by...


  • warrington, cheshire, United Kingdom Client Server Full time

    Backend Software Engineer / Developer (Java SQL Networking) to £140k Are you a Java technologist with strong backend development experience looking for an opportunity to progress your career in a senior, hands-on role? You could be joining a Cyber Security technology company and enjoying a huge range of perks and benefits from continual learning and...

  • Payroll Assistant

    6 months ago


    Warrington, United Kingdom Russell Taylor Group Ltd Full time

    **Would you like to support the administration tasks of the Payroll team?** **Would you like to skip the commute a couple of days and work from home?** **Are you looking for an exciting new challenge?** **If so, then this may be a great opportunity for you!** **Benefits you’ll get**: - 25 days annual leave, plus bank holidays, - 5% Pension...


  • Warrington, UK, Cheshire, United Kingdom Client Server Full time

    Backend Software Engineer / Developer (Java SQL Networking) to £140kAre you a Java technologist with strong backend development experience looking for an opportunity to progress your career in a senior, hands-on role?You could be joining a Cyber Security technology company and enjoying a huge range of perks and benefits from continual learning and...


  • Warrington, United Kingdom Honest Grapes Ltd Full time

    Daily tasks include: - Dealing with both inbound and outbound contacts via written, electronic, and verbal communication with our customers to ensure we maintain our high standards of service. - Passing on customer queries to sales team/other team members - Processing orders, including both Duty-Paid and In-Bond orders. - Working with the logistics team to...

  • Executive Assistant

    5 months ago


    Warrington, United Kingdom DBD International Full time

    **Role summary**: DBD is seeking an Executive Assistant to support our senior management team. This crucial role involves facilitating the smooth operation of our executive offices by managing schedules, coordinating meetings, and acting as a liaison between executives and other stakeholders. **What you will be doing**: - **Managing calendars and...

  • Client Care Specialist

    2 months ago


    Warrington, Warrington, United Kingdom beBee Professionals Full time £20,000 - £25,000

    Job SummaryWe are seeking a compassionate and dedicated Care Assistant to join our team at beBee Professionals in Warrington. As a Care Assistant, you will play a vital role in providing support and direct care to our clients, enhancing their quality of life on a daily basis.Key ResponsibilitiesAssist clients with daily personal tasks, such as bathing,...


  • Warrington, United Kingdom Your Housing Group Full time

    Job Introduction **So. What is this role exactly?** This is an exciting opportunity for a Private Rent Administrator to be a key part of a fast-paced and target driven Private Rent Team. You will be based from home providing the first point of contact to our Private Rented and Rent to Buy customers. In addition to this, you will provide effective...


  • Warrington, United Kingdom CV-Library Full time

    ACCOUNTS PAYABLE ASSISTANT | IMMEDIATE START! 3 Month FTC - PERMANENT!! Warrington | Mon - Friday 8.30 - 4.30 Zachary Daniels Recruitment is delighted to be exclusively supporting our long standing client for an Accounts Payable Assistant to join the team. Our client is a privately owned, £200m turnover business boasting the accolade of being the...


  • Warrington, United Kingdom CV-Library Full time

    ACCOUNTS PAYABLE ASSISTANT | IMMEDIATE START! Up to £25,000 + benefits Warrington | Mon - Friday 8.30 - 4.30 Parking onsite Are you an experienced Accounts Payable looking for a really lovely team to be part of, be busy and have the support around you within an exciting business? Zachary Daniels Recruitment is delighted to be exclusively...