Job Description

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. Prior experience as a Legal Assistant in Private Client is preferable, or in a similar professional office setting.
Job Type: Full-time

Pay: 23,500.00-24,000.00 per year

Benefits:

Health & wellbeing programme Life insurance Transport links Work from home
Education:

A-Level or equivalent (preferred)
Work Location: In person

Expected start date: 01/10/2025