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Legal assistant - private client

Malton
Permanent
The Clear
Legal assistant
Posted: 26 September
Offer description

An excellent opportunity has arisen for an experienced Legal Assistant to join my clients team in their Malton, North Yorkshire offices on a hybrid basis. 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. &b...

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