Prviate Client Legal Assistant

1 week ago

Brighton, Brighton and Hove, United Kingdom G2 Legal Full time £25,000 - £32,000 per year

We are looking for a proactive and organised
Private Client Administrative Assistant
to join a busy Private Client team. This is an excellent opportunity for someone who is client-focused, calm under pressure, and has exceptional attention to detail-particularly when working on probate, wills, Lasting Powers of Attorney (LPA) and estate administration matters.

You will work closely with fee-earners, supporting day-to-day file management, document production, client communication and general administrative duties within the department.

Key Responsibilities

Client Care & Communication

  • Act as a friendly and professional first point of contact for Private Client enquiries
  • Handle incoming calls, emails and walk-ins, ensuring clients feel supported and informed
  • Schedule appointments and manage fee-earners' diaries
  • Provide clear and timely updates to clients while maintaining confidentiality

File & Matter Administration

  • Open new matters, carry out conflict checks and prepare engagement letters
  • Organise files (digital and paper) in line with firm procedures
  • Assist with ID checks and AML requirements
  • Liaise with third parties (banks, HMRC, care homes, asset holders) for information

Document Preparation

  • Draft standard documents such as:
  • Will instruction sheets
  • Probate forms
  • LPA forms
  • Letters to clients and third parties

Estate Administration Support

  • Collate asset and liability information for probate
  • Update estate accounts and asset schedules
  • Prepare documentation for the Probate Registry
  • Monitor key deadlines and ensure timely progression of matters

General Administrative Duties

  • Photocopying, scanning, filing and post handling
  • Maintain accurate data within the case management system (e.g., LEAP)
  • Assist with billing, raising invoices and maintaining payment records
  • Support fee-earners with ad-hoc administrative tasks as required

Skills & Experience

Essential

  • Strong administrative experience, ideally within a law firm or professional services
  • Excellent written and verbal communication skills
  • High attention to detail and accuracy
  • Ability to manage multiple tasks and priorities
  • Strong IT skills, including case management systems and Microsoft Office
  • Organised, reliable and able to work to deadlines

Desirable

  • Previous experience in Private Client work (wills, probate, trusts, estate administration)
  • Understanding of SRA compliance and confidentiality obligations
  • Experience with LEAP or similar case management systems

Personal Qualities

  • Warm, patient and empathetic-especially when working with vulnerable or bereaved clients
  • A team player with a can-do attitude
  • Professional, discreet and calm
  • Driven to learn and develop within the Private Client field

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