Private Client Assistant

York, ENG, GB, United Kingdom

Job Description

Office Based Working, York, UK-based

Are you ready to be more than just a cog in the legal machine? At

Crombie Wilkinson Solicitors

, we're not your typical law firm -- and this isn't your typical legal assistant role.

We're on the lookout for a proactive, detail-driven

Private Client Legal Assistant

to join our growing and dynamic team. If you're looking to build your legal career in a place where culture, collaboration, and progression matter just as much as performance -- read on.

Key Responsibilities

Draft and proof correspondence/documents from audio and copy typing. Organise filing system: daily updates, file storage/retrieval as per guidelines. Prepare outgoing mail and ensure all enclosures are included. Handle document copying. Schedule appointments, meetings, and maintain the Legal Adviser's diary. Support teammates and contribute to a collaborative work culture. Assist clients professionally in person and over the phone. Answer calls promptly; relay accurate messages to Legal Advisers. Complete required training and take initiative for personal development. Maintain confidentiality of client and firm documents. Assist with file opening via case management system and admin tasks. Format complex legal documents (e.g. wills, LPAs, deputyship forms). Follow firm's standards for document handling using Proclaim and Word. Oversee proper storage and dispatch of client deeds/documents. Ensure money laundering regulations are followed. Create invoices and handle Accounts paperwork when requested. Manage file reviews for Legal Adviser's regular checks. Process file closures in line with official procedures. Prepare final versions of documents for signing.

What We Offer:



Competitive salary

- because your skills are worth it

Hybrid & flexible working

- life happens, and we get that

25 days holiday + bank holidays, your birthday off

, and no guilt about using them

Death in service scheme

- peace of mind for you and your loved ones

Healthcare cash plan

- supporting your physical and financial wellbeing

Wellness group

- because mental health matters

Inclusive & fun culture

- we work hard, but we don't take ourselves too seriously

CW Academy

- our in-house development programme to help you grow your role with a personal development plan tailored to your goals

Clear and transparent progression plan

- for everyone, not just lawyers
Job Type: Full-time

Pay: From 23,500.00 per year

Benefits:

Bereavement leave Casual dress Employee discount Free flu jabs Life insurance Referral programme Sick pay
Schedule:

Monday to Friday
Education:

GCSE or equivalent (preferred)
Experience:

legal secretarial: 1 year (preferred) Administrative : 1 year (required)
Language:

English (preferred)
Licence/Certification:

Driving Licence (preferred)
Work Location: In person

Application deadline: 15/08/2025

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Job Detail

  • Job Id
    JD3336787
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    York, ENG, GB, United Kingdom
  • Education
    Not mentioned