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Prviate client legal assistant

Worthing
G2 Legal
Legal assistant
Posted: 12h ago
Offer description

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 ResponsibilitiesClient Care & CommunicationAct as a friendly and professional first point of contact for Private Client enquiriesHandle incoming calls, emails and walk-ins, ensuring clients feel supported and informedSchedule appointments and manage fee-earners’ diariesProvide clear and timely updates to clients while maintaining confidentialityFile & Matter AdministrationOpen new matters, carry out conflict checks and prepare engagement lettersOrganise files (digital and paper) in line with firm proceduresAssist with ID checks and AML requirementsLiaise with third parties (banks, HMRC, care homes, asset holders) for informationDocument PreparationDraft standard documents such as:Will instruction sheetsProbate formsLPA formsLetters to clients and third partiesEstate Administration SupportCollate asset and liability information for probateUpdate estate accounts and asset schedulesPrepare documentation for the Probate RegistryMonitor key deadlines and ensure timely progression of mattersGeneral Administrative DutiesPhotocopying, scanning, filing and post handlingMaintain accurate data within the case management system (e.g., LEAP)Assist with billing, raising invoices and maintaining payment recordsSupport fee-earners with ad-hoc administrative tasks as requiredSkills & ExperienceEssentialStrong administrative experience, ideally within a law firm or professional servicesExcellent written and verbal communication skillsHigh attention to detail and accuracyAbility to manage multiple tasks and prioritiesStrong IT skills, including case management systems and Microsoft OfficeOrganised, reliable and able to work to deadlinesDesirablePrevious experience in Private Client work (wills, probate, trusts, estate administration)Understanding of SRA compliance and confidentiality obligationsExperience with LEAP or similar case management systemsPersonal QualitiesWarm, patient and empathetic-especially when working with vulnerable or bereaved clientsA team player with a can-do attitudeProfessional, discreet and calmDriven to learn and develop within the Private Client field

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