We are seeking a forward-thinking Legal Assistant - Private Client in Bath to join a leading law firm in London. This role offers a hybrid working arrangement, with three days in the office and two days working from home.
As a Legal Assistant, you will provide efficient and effective administrative support to our Private Client team, enabling them to function effectively and achieve their objectives. You will ensure that the team's work complies with internal quality standards and external requirements.
Provide administrative support to fee earners, including file-opening, telephone management, document production (including audio-typing, managing voice recognition procedures, and outsourcing providers), filing/archiving, photocopying, email management, online portal management, and dealing with post.
Undertake basic legal processes, such as assisting to process cases through portals, obtaining relevant documentation, arranging case meetings, liaising with the court, completing relevant forms, and processing monies.
Assist in corresponding with clients as required through telephone, email, letter, and face-to-face.
Ensure compliance with firm policies, especially regarding confidentiality, security, data protection, and file retention and destruction requirements.
Check to ensure all work complies with risk management policies and procedures, particularly concerning file opening processes and anti-money laundering.
Provide administrative support for business development and marketing activities, including booking facilities and refreshments, preparing presentation materials, and other marketing documentation.
Update the CRM system to input data and manage client information, including adding contact details, referrals, and new clients. Support fee earners by acting as a point of contact for third parties (such as agents, referrers, experts, and other solicitors), responding to enquiries and building a good rapport.
Coordinate team activities such as meetings, training, or social activities.
Financial & Operational Excellence
Take ownership of small projects where appropriate.
Previous experience within a Legal Assistant or Administrative role.
Solid understanding of Microsoft Office suite and other relevant IT platforms.