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Private Client Legal Assistant, Frodsham
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Client:
Clayton Legal
Location:
Frodsham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
ca5dd3be9c76
Job Views:
13
Posted:
18.06.2025
Expiry Date:
02.08.2025
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Job Description:
A dedicated Private Client Assistant is sought to join a growing Private Client department at our client’s Frodsham office. This role involves collaboration with a dynamic team 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.
With a raft of benefits above and beyond the usual, including enhanced holiday provision, a generous pension AND life insurance scheme, this is a great opportunity for an experienced Private Client Legal Assistant or Paralegal to join this team.
As a key member of the team, the Private Client Assistant will be responsible for:
* Opening new files and sending out Client Care letters, along with Terms and Conditions.
* Preparing correspondence and documents using audio typing and word processing.
* Drafting various legal documents to support solicitors.
* Coordinating all necessary copying tasks.
* Managing appointments, meetings, and maintaining an up-to-date diary for fee earners.
* Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying 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.
* Organizing mail and enclosures for prompt posting.
* Keeping the file management system meticulously up-to-date throughout each case.
* Ensuring 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 specialized training sessions, taking ownership of self-development.
The ideal candidate will have:
* Excellent organizational skills.
* Exceptional attention to detail.
* Strong verbal and written communication skills.
* Proficient IT and typing skills.
* Previous experience in a similar role or within a professional or legal environment is preferable.
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