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Private client legal assistant

Sutton (Greater London)
Permanent
Law Staff Ltd
Legal assistant
Posted: 7 January
Offer description

Our Legal 500–recognised client is seeking an experienced Private Client Legal Assistant with strong administrative and organisational skills. A solid understanding of wills and probate and the ability to manage multiple tasks in a fast-paced environment are essential. The Firm: Our Legal 500 client is a nationwide, full-service firm with 20+ offices, praised for its high-quality advice and strong client satisfaction. Combining top-tier expertise with commercial insight, the firm delivers strategic, expert support across all practice areas Responsibilities for this Private Client Legal Assistant role? Responding to enquiries from clients, solicitors, and other parties Keeping clients updated and tracking case progress Opening and closing files on the case management system Drafting basic correspondence and documents under supervision Submitting and registering legal forms with the Probate Registry, Certainty, and HMRC Managing the storage, security, and release of Wills, LPAs, Grants of Probate, and related documents Maintaining contact databases and calendars Monitoring deadlines and managing appointments and diaries Conducting searches and registering Wills with Certainty Preparing bills, processing payments and receipts, and liaising with the finance team Preparing estate accounts using Excel Handling incoming client calls and providing reception cover Preparing and delivering banking and post Carrying out gen...

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