Job Description
Provide high‑quality support to fee earners within the Private Wealth team, ensuring the smooth delivery of client services and comprehensive administrative assistance across the department.
The candidate must be comfortable dealing directly with HNW and UHNW clients, demonstrating exceptional professionalism, discretion and confidence in all communications.
Experience/ Attributes required
* Previous experience in a legal or professional services environment, ideally supporting fee earners within a Private Wealth, Wills, Trusts or similar practice area.
* Ability to work independently and manage tasks without close supervision, following instructions and protocols set by senior fee earners.
* Strong verbal and written communication skills, with the ability to convey information clearly and professionally.
* Effective interpersonal skills, enabling positive working relationships with colleagues, clients and external contacts.
* Experience dealing with high value or sensitive client matters, demonstrating discretion, tact and sound judgement at all times.
* Proven ability to work collaboratively within a team as well as confidently on individual tasks.
* Excellent IT skills plus good knowledge of Microsoft Office (including Excel spreadsheets)
Work type
* Handle incoming telephone enquiries from both new and existing clients in a professional and timely manner.
* Make outbound calls to clients and third parties as directed by fee earners.
* Build and maintain strong business relationships with clients, ensuring a high standard of service.
* Produce accurate documentation, reports, and correspondence in line with office procedures and precedents, meeting agreed timescales and client service standards.
* Maintain client files in good order and ensure clients receive regular updates on the progress of their matters, as required by the supervising fee earner.
* Open new client files in accordance with firm procedures, including preparation of risk assessments and letters of engagement.
* Support the billing process, including preparing billing guides for fee earners and issuing invoices to clients.
* Process BACs forms on behalf of fee earners.
* Maintaining and updating InterAction records for the department.
* Provide comprehensive diary management support for partners and senior fee earners, including scheduling meetings, organising lunches and appointments, coordinating availability across the team and ensuring arrangements run smoothly.
* Uphold a consistently high standard of work to support and enhance the firm’s professional reputation.
Benefits
* 25 days holiday
* Pension scheme with a 4% employer contribution and the employee pays 4%
* Life Assurance - 5 x final salary
* Travel season ticket loan scheme
* Cycle to work scheme
* Weekly wellbeing hour
* Birthday off
* 1 x 8 hour charity day
* Bring your dog to work
* Shopping discounts and Medicash
Team structure
* 2 x Partners
* 1 x Senior Associate
* 3 x Associate Solicitors
* 2 x Paralegals