Private Client Legal Assistant

3 weeks 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 maintaining high standards of client service and legal documentation.

Key Responsibilities:

  • Assist in managing client instructions and advancing 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 managing the administration of Estates and Trusts.
  • Deliver exceptional service to clients, ensuring their needs are met with professionalism.
  • Prepare and send correspondence to clients and relevant parties, adhering to the firm's established standards and protocols.
  • Comply with the Solicitors Code of Conduct and the Solicitors Accounts Rules, ensuring all practices are ethical and transparent.
  • Report any client complaints or concerns to the Head of Department promptly.
  • Achieve fee targets as set at the beginning of each financial year.
    • Manage the opening and closing of client files, 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 lawyers' schedules and arrange appointments efficiently.
    • Organize both internal and external meetings, including booking meeting rooms and arranging refreshments when needed.
    • Oversee outgoing mail and emails as required.
    • Ensure that both internal and client files are consistently updated and well-maintained.
    • Provide typing support for fee earners as needed.
    • Compile work received from external service providers, ensuring all necessary documents are included for dispatch.
    • Collaborate with the Accounts Department to ensure accurate and timely financial administration, including processing client payments.
    • Input and maintain client contact information accurately.
    • Perform general administrative tasks such as photocopying and file archiving.
    • Foster a tidy and organized office environment.
    • Report any technical issues with office equipment to the appropriate personnel.
    • Work collaboratively within the team, providing secretarial and telephone support as required.
    • Execute tasks as instructed by lawyers in relation to client and administrative matters.
    • Address initial client inquiries that arise from walk-in visits.
    • Update and track legal documents, including wills and deeds, following established procedures.
    • Facilitate introductions between clients and lawyers from different departments as appropriate.

Compensation: The firm offers a competitive salary package.

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