Client Assistant

1 month ago

Leicester, United Kingdom Shakespeare Martineau Full time
Job Description

Client Assistant - Private Client

Location: Leicester – based within the office at least 3 days each week


The opportunity


For this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and friendly team providing assistance to the private client team you will be assisting with the following:


  • Key point of contact on behalf of the Private Client team
  • To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
  • Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates.
  • Land registry, bankruptcy and lawyer check searches
  • You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
  • Arranging invoice payments and preparation of cheques for onward submission
  • Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
  • Setting up payments to beneficiaries
  • Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
  • Basic Account reconciliation within Excel for Estate and Trust Accounts
  • Drafting client contract letters and initial letters for probate files, utilising initial information provided by fee earners
  • Collating information for fee earners ahead of client meetings
  • Filing and file management - regular retrieval of physical files and both manual/electronic filing
  • Updating Aderant and case management systems
  • Handling incoming/outgoing post
  • Diary management for senior fee earners, scheduling team meetings
  • Recording expected payments and claiming unreferenced payments including foreign payments and cheque requests
  • Engrossing Wills and ancillary legal documents
  • Liaising with paralegals and other team members to ensure matters are progressed
  • Supporting fee earners in other office hubs where needed, both remotely and in person if required


What you'll need


  • Previous legal secretarial or office administrative experience gained within a Private Client team or from within a legal or professional services environment
  • Organised and methodical approach
  • Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
  • The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
  • Confident interpersonal skills with the ability to liaise openly and clearly
  • Highly enthusiastic, willing to go the extra mile
  • Open to new ways of working and happy to challenge to drive improvements


How we work


We embrace agile working and offer a blended approach to where and how we work.

We appreciate that people have different needs and preferences and we’re keen to be flexible, after all, we value what you do, not where you do it.

We have hubs in Birmingham, Bristol, Edinburgh, Leicester, London, Lincoln, Milton Keynes, Nottingham, Solihull, Stratford-upon-Avon and Sheffield.


This role is a hybrid opportunity, however due to the nature of the work you will be predominantly office based from our Leicester hub. Minimum 3 days in the Leicester office each week.


It’s the people at Shakespeare Martineau that make us so special. By understanding what our people want, giving them the support they need, recognising everyone’s contribution and realising the unique power of teams, together we win. As a firm we are focused on proactively building and developing diverse teams, bringing different backgrounds, personalities and perspectives together. We play to our strengths, pushing ourselves to be consistently better than yesterday and deliver amazing solutions for our clients. We empower our teams with a high degree of individual responsibility; we self-manage and encourage everyone to be responsible for their own learning, knowing it makes us even better at what we do


We believe in trusting our people to make the right decisions for themselves, from when and where you work, to how you dress; we focus on outputs.


Want to find more about our amazing benefits?


Additional information


Please be aware, for some vacancies, where we receive high numbers of applications we may need to bring the close date forward.

Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be carried out once an offer of employment is accepted. Details of the checks can be found here.


Equal opportunities


Shakespeare Martineau is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs.

  • Client Assistant

    2 months ago

    Leicester, United Kingdom Shakespeare Martineau Full time

    Client Assistant - Private ClientLocation: Leicester – based within the office at least 3 days each weekThe opportunityFor this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and...

  • Client Assistant

    3 weeks ago

    Leicester, United Kingdom Shakespeare Martineau Full time

    Client Assistant - Private ClientLocation: Leicester – based within the office at least 3 days each weekThe opportunityFor this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and...

  • Client Assistant

    2 months ago

    Leicester, United Kingdom Shakespeare Martineau Full time

    Client Assistant - Private ClientLocation: Leicester – based within the office at least 3 days each weekThe opportunityFor this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and...

  • Private Client Assistant

    7 months ago

    Leicester, United Kingdom Simpson Judge Ltd Full time

    Job Role: Private Client Assistant Location: Leicester Perks: 25 days holiday + Bank, On site training and development. Office based & Full Time Are you an experienced Legal Administrator, Secretary or Assistant seeking a change in scenery or a new challenge in the legal sector? then this role could be for you as we are looking to assist a regional legal...

  • Private Client Legal Assistant

    6 months ago

    Leicester, United Kingdom Pertemps Network Group Full time

    **Private Client Legal Assistant**: - V201108972 Applicants **£21,000 - £23,500 Per Annum** - Full Time**Permanent** **Leicester, Leicestershire** **Legal** **Job Description**: - Are you a skilled legal assistant looking to take the next step in your career? A prestigious regional law firm is seeking a Private Client Legal Assistant to join their...

  • Client Assistant

    2 months ago

    Leicester, UK, Leicestershire, United Kingdom Shakespeare Martineau Full time

    Client Assistant - Private ClientLocation: Leicester – based within the office at least 3 days each weekThe opportunityFor this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and...

  • Legal Assistant

    7 months ago

    Leicester, United Kingdom HCB Solicitors Full time

    **Legal Assistant** **Private Client team** **On site at our Leicester office, full time 9:00 to 5:15** An exciting opportunity for an enthusiastic and well organised legal assistant in our friendly, well established and approachable private client team. Hours: 9:00 - 5:15 Mon to Fri Attractive salary dependent on experience 25 days holiday +...

  • Private Client Legal Assistant

    7 months ago

    Leicester, United Kingdom LJW Recruitment Solutions Full time

    I am currently working with a leading Legal Law firm who are seeking an experienced Legal Assistant to join their Private Client team. An exciting opportunity for an enthusiastic and well organised legal assistant in our friendly, well established and approachable private client team. Hours: 9:00 - 5:15 Mon to Fri **Requirements for this role...

  • Client Care Specialist

    3 months ago

    Leicester, Leicester, United Kingdom beBee Professionals Full time £18,000 - £25,000

    Job Summary:We are seeking a compassionate and dedicated Care Assistant to join our team at beBee Professionals in Leicester. As a Care Assistant, you will play a vital role in providing high-quality care and support to our clients, enhancing their daily lives and promoting their overall well-being.Key Responsibilities:Assist clients with daily living tasks,...

  • Client Care Specialist

    3 months ago

    Leicester, Leicester, United Kingdom beBee Professionals Full time £18,000 - £25,000

    Job Summary:We are seeking a compassionate and dedicated Care Assistant to join our team at beBee Professionals in Leicester. As a Care Assistant, you will play a vital role in providing high-quality care and support to our clients, enhancing their daily lives and promoting their overall well-being.Key Responsibilities:Assist clients with daily living tasks,...

  • Client Relationship Executive

    6 months ago

    Leicester, United Kingdom Wilmington plc Full time

    Company Outline: **Job Role**:Client Relationship Executive** **Location: Leicester/ Hybrid** **Salary: £23,000 - £25,000** **Fixed Term for 9 months** **Why do we want you?** You are experienced in **Customer Service **or **Client Relations **with an exceptional telephone manner who is confident liaising with internal and external clients in a...

  • Client Services Administrator

    7 months ago

    Leicester, United Kingdom Quest Business Services Ltd Full time

    **Client Services Administrator** **Position Permanent** An exciting opportunity has arisen to join an established team at Quest Business Services. Within the Client Services Administrator role, you will actively engaging with our clients to ensure they receive exemplary customer service. The primary focus of the role is to provide comprehensive...

  • Client Relations Coordinator

    4 weeks ago

    Leicester, Leicester, United Kingdom Shakespeare Martineau Full time

    Job OpportunityWe are seeking a highly skilled Client Relations Coordinator to join our team in Leicester. This is a fantastic opportunity to work closely with our Private Client team, providing exceptional support and ensuring seamless communication between clients and fee earners.Your key responsibilities will include:Acting as the primary point of contact...

  • Accountant, Client Manager

    3 weeks ago

    Leicester, United Kingdom Blusource Professional Services Ltd Full time

    A leading accountancy firm are seeking a capable Practice Accountant for a key job role at their Leicester office, mostly focused on managing a client portfolio, as a Client Manager.The firm are also interested in a capable Accountant, for a rounded accounts and tax position, but without the initial client portfolio responsibility, so applications are...

  • Client Acquisition Representative

    7 days ago

    Leicester, Leicester, United Kingdom Inc Recruitment Ltd Full time

    Job DescriptionThis role involves promoting and selling clients' brands as a sales assistant. You will be mentored in developing your skills and knowledge to excel in the field. With a strong work ethic and motivation, you can progress through the company's Development Programme, recognizing and rewarding individual achievements along the way.

  • Client Support Specialist

    2 weeks ago

    Leicester, Leicester, United Kingdom Ampa group Full time

    Client Support SpecialistWe are looking for a skilled Client Support Specialist to join our team at the Ampa Group. The ideal candidate will have previous experience in a legal secretarial or office administrative environment, preferably within a Private Client team or from within a legal services background. They will possess excellent communication skills,...

  • Client Relationship Specialist

    4 weeks ago

    Leicester, Leicester, United Kingdom Stride Resource Management Ltd Full time

    Job Summary:We are looking for an experienced Commercial Account Handler to join our team in Leicestershire.The ideal candidate will have a solid grounding in commercial insurance, including property, liability, fleet, PI, D & O, Cyber and package solutions.The role involves working closely with account executives on larger cases, building strong...

  • Leicester Client Portfolio Leader

    4 days ago

    Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full time

    Job DescriptionSupport clients with advice and refer them to colleagues for specialist advisory servicesManage a portfolio of mixed clients, reviewing and reporting, undertaking client visits, and having positive interaction with customersProactively manage WIP and debtor management, meeting client deadlinesAssist Directors in ad hoc projects and support the...

  • Private Client Legal Assistant Manager

    7 days ago

    Leicester, Leicester, United Kingdom SaccoMann Full time

    Private Client Paralegal Role:We are looking for an experienced Private Client Paralegal to join our busy Leicester office at SaccoMann.This role involves handling a caseload of various Private Client matters including Wills, LPAs, Probate and Administration of Estates.You will work closely with Solicitors and Chartered Legal Executives, requiring strong...

  • Private Client Team Coordinator

    2 weeks ago

    Leicester, Leicester, United Kingdom Ampa group Full time

    Job SummaryA Private Client Team Coordinator is required to join our award-winning Wealth Team at the Ampa Group. This role provides an excellent opportunity for a motivated individual to develop their skills and contribute to the team's success.The ideal candidate will possess previous experience in a legal secretarial or office administrative environment,...