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Private client assistant / secretary

Mansfield
Permanent
Talk Staff
Assistant secretary
Posted: 12h ago
Offer description

An excellent opportunity has arisen for a dedicated and detail-oriented Private Client Legal Assistant / Secretary to join a highly regarded and well-established Private Client team based locally to Mansfield. This is an ideal role for a motivated individual with a strong interest in Private Client law, looking to provide high-level support to experienced solicitors and enhance their legal career in a reputable firm.

The Role:

You will play a key part in supporting fee earners with a varied caseload involving all aspects of private client matters, including Wills, Probate, Estate Administration, Powers of Attorney, and Trusts. This is a fast-paced role requiring a proactive and professional approach, with the opportunity to be involved in high-quality work and client interaction.

Key Responsibilities:
1. Assisting Private Client Solicitors with day-to-day casework and file management

2. Preparing and drafting legal documentation

3. Conducting legal research and undertaking compliance tasks such as AML and ID checks

4. Managing incoming and outgoing correspondence through a case management system

5. Liaising confidently with clients in person, via telephone, and email

6. Attending client meetings and taking detailed attendance notes

7. Opening, maintaining, and archiving client files in line with internal pro...

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