Private Client Assistant

1 week ago

Warrington, United Kingdom Rowlinson's Solicitors Full time

**Benefits**: Company Pension Scheme, Hybrid Working (upon completion of training and probationary period), Wellness Packages, Life Insurance Scheme, Generous Holiday Package, Free Office Parking, and a Great Team Environment

**The Opportunity**: We are excited to welcome a dedicated Private Client Assistant to our growing team at our Frodsham Office. In this role, you will collaborate with a dynamic team, assisting on a diverse range of private client matters, including Will Drafting, Probate/Estate Administration, Tax Advice, Trust Administration, Powers of Attorney, and Court of Protection/Deputyship cases.

**Main Responsibilities**:
As a key member of our team, you will be responsible for:

- Opening new files and sending out Client Care letters, along with our Terms and Conditions.
- Preparing correspondence and documents using audio typing and word processing.
- Drafting various legal documents to support our Solicitors.
- Coordinating all necessary copying tasks.
- Managing appointments, meetings, and maintaining an up-to-date diary for our fee earners.
- Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying the firm's exceptional client care standards.
- Accurately preparing invoices and completion statements, submitting them to both the Accounts Department and clients.
- Precisely recording all remitted and received funds by completing posting slips and preparing payment requests.
- Organising mail and enclosures for prompt posting.
- Keeping the file management system meticulously up-to-date throughout each case.
- Ensuring the timely and accurate archiving or retrieval of files as necessary.
- Providing invaluable support to fellow assistants as needed.
- Offering guidance and assistance to the reception team when required.
- Actively participating in specialised training sessions, taking ownership of your self-development.
- Upholding strict confidentiality standards for all firm and client documentation and information.
- Adhering to the Solicitors Accounts Rules and the rules of Professional Conduct of Solicitors or other relevant professional bodies.

**To excel in this role, you will need**:

- Proficiency in IT and typing skills.
- Exceptional communication abilities, both written and verbal.
- Preferably, prior experience as a Legal Assistant or in a similar professional office setting.

Pay: £8.55-£12.00 per hour

**Benefits**:

- Health & wellbeing programme
- Life insurance
- Transport links
- Work from home

Schedule:

- Monday to Friday

**Education**:

- A-Level or equivalent (preferred)

Work Location: In person

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