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Private Client Legal Assistant

2 months ago


London, Greater London, United Kingdom Berry Recruitment Full time

Position Overview: A prestigious legal firm is seeking a dedicated Paralegal to support its Private Clients division. This role is essential for ensuring high-quality service delivery to clients.

Key Responsibilities:

  • Manage client interactions and advance case files under the guidance of the Team Leader. Responsibilities may include drafting legal documents such as Wills and Powers of Attorney, as well as assisting with Estate and Trust administration.
  • Deliver exceptional service to clients, ensuring their needs are met with professionalism.
  • Prepare documentation for clients and related parties in compliance with the firm's established standards and protocols.
  • Adhere to the Solicitors Code of Conduct and the Solicitors Accounts Rules, maintaining ethical practices in all areas of work.
  • Report any client or third-party complaints to the Head of Department promptly.
  • Achieve fee targets as outlined at the start of the financial year.
    • Open and close client files following standard procedures, including conducting online money laundering checks.
    • Handle incoming calls and greet clients visiting the office, addressing inquiries and taking messages as necessary.
    • Coordinate with clients as directed by the legal team.
    • Maintain the diaries of lawyers and schedule appointments efficiently.
    • Organize both internal and external meetings, including room bookings and catering arrangements when needed.
    • Manage outgoing correspondence and emails as required.
    • Keep internal and client files updated and organized at all times.
    • Assist fee earners with typing and administrative tasks.
    • Coordinate work received from external outsourcing partners, ensuring all necessary documents are prepared for dispatch.
    • Collaborate with the Accounts Department to ensure accurate and timely financial administration, including processing payments.
    • Input and maintain client contact information accurately.
    • Perform general administrative duties such as photocopying and filing.
    • Assist with the archiving process of files as needed.
    • Foster a tidy and organized office environment.
    • Report any issues with IT, printing, photocopying, and fax equipment as necessary.
    • Work collaboratively within the team, providing secretarial and telephone coverage as required.
    • Execute tasks as instructed by lawyers related to client and administrative matters.
    • Handle initial client inquiries that arise from the drop-in service.
    • Maintain and update legal documents, including wills and deeds, following established procedures.
    • Facilitate introductions between clients and lawyers in various departments as appropriate.

Compensation: The firm offers a competitive salary package.