G2 Legal Worthing, England, United Kingdom
Prviate Client Legal Assistant
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 Responsibilities
Client Care & Communication
* Act as a friendly and professional first point of contact for Private Client enquiries
* Handle incoming calls, emails and walk‑ins, ensuring clients feel supported and informed
* Schedule appointments and manage fee‑earners’ diaries
* Provide clear and timely updates to clients while maintaining confidentiality
File & Matter Administration
* Open new matters, carry out conflict checks and prepare engagement letters
* Organise files (digital and paper) in line with firm procedures
* Assist with ID checks and AML requirements
* Liaise with third parties (banks, HMRC, care homes, asset holders) for information
Document Preparation
* Draft standard documents such as:
* Will instruction sheets
* LPA forms
* Letters to clients and third parties
* Collate asset and liability information for probate
* Update estate accounts and asset schedules
* Prepare documentation for the Probate Registry
* Monitor key deadlines and ensure timely progression of matters
General Administrative Duties
* Photocopying, scanning, filing and post handling
* Maintain accurate data within the case management system (e.g., LEAP)
* Assist with billing, raising invoices and maintaining payment records
* Support fee‑earners with ad‑hoc administrative tasks as required
Skills & Experience
* Strong administrative experience, ideally within a law firm or professional services
* Excellent written and verbal communication skills
* High attention to detail and accuracy
* Ability to manage multiple tasks and priorities
* Strong IT skills, including case management systems and Microsoft Office
* Organised, reliable and able to work to deadlines
* Previous experience in Private Client work (wills, probate, trusts, estate administration)
* Understanding of SRA compliance and confidentiality obligations
* Experience with LEAP or similar case management systems
Personal Qualities
* Warm, patient and empathetic — especially when working with vulnerable or bereaved clients
* A team player with a can‑do attitude
* Professional, discreet and calm
* Driven to learn and develop within the Private Client field
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