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Private Client Assistant

2 months ago


Solihull, Solihull, United Kingdom Simpson Judge Ltd Full time

Job Role: Private Client Assistant
Location: Shirley
Salary: £22,000 - £25,000
Office based & Full Time

Are you an experienced Legal Administrator or Secretary seeking a new challenge in the legal sector? We are looking to assist a regional legal 500 client of ours in their search for a new Private Client Assistant to join their busy and thriving team. Prior private client, private wealth legal experience is essential, and a keen interest in handling Wills would be beneficial as this would be a focused role aiding new and existing clients with their Wills.

Key Responsibilities:
* Dealing with queries raised by clients, solicitors, and other involved parties
* Providing client updates and monitoring matter progression
* Opening and closing matters on the case management system compliant with the firm's AML and quality standards and SRA regulations
* Supervised drafting of basic correspondence, forms, and documents
* Submitting/registering forms and legal documents Probate Registry, Certainty, and HMRC

Requirements:
* Previous work experience as a legal assistant/secretary
* Satisfactory knowledge of day-to-day operations of a legal office
* Advanced computer literacy (word, excel, outlook)
* Working knowledge of case management software
* Proficiency in English
* Excellent administrative and organisational skills
* A keen interest in the area of law
* Excellent communication skills

Apply within or contact Stephan Kuhn of Simpson Judge for more information.