Private Client Assistant

3 weeks ago


Beckenham, Greater London, United Kingdom Clear Futures Recruitment Ltd Full time
About the Role

We are seeking a dedicated Private Client Assistant to join our team in delivering exceptional legal services. This role offers the chance to excel in a client-facing position while gaining invaluable experience in estate administration, will preparation, and probate.

As a key member of our Private Client Department, you will work closely with fee earners to ensure the highest level of care and efficiency in handling client matters. Your expertise will be sought after in drafting documents, maintaining accurate records, and providing empathetic assistance to clients.

The ideal candidate will have secretarial/legal assistant experience within Private Client, including Court of Protection. You will possess advanced knowledge of Microsoft Office, excellent communication skills, and the ability to manage a diverse workload.

Key Responsibilities:

  • Drafting documents, including Wills, LPAs, and estate management files
  • Maintaining accurate records, including chargeable hours and file notes
  • Providing empathetic assistance to clients, particularly in sensitive situations
  • Proactively handling estate administration, liaising with financial institutions
  • Drafting letters and assisting with document reviews for fee earners

Benefits:

  • Compressed work schedule: 9 days, with the 10th day off
  • Ongoing training and opportunities for professional development

Salary Information: The estimated annual salary for this position is £25,000 - £30,000, depending on experience.



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