Private Client Legal Assistant / Administrator Job at Office Angels (Buxton)

Legal Assistant - Private Client

We are a well-established and client-focused law firm committed to delivering hi...

Location

United Kingdom , Bakewell

Salary:

28000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A minimum of 1-2 years' experience as a Legal Assistant, Legal Secretary, or similar legal support role
Excellent organisational and administrative skills
Strong attention to detail and a high level of accuracy
Professional written and verbal communication skills
The ability to manage competing priorities and work efficiently under pressure
A professional, reliable, and confidential approach to client matters
Strong IT skills, including Microsoft Office applications and legal case management systems

Job Responsibility

Opening, maintaining, and closing client files in accordance with firm procedures
Drafting routine correspondence and legal documentation
Assisting with wills, probate applications, trusts, lasting powers of attorney, and estate administration under supervision
Managing client onboarding processes, including identification checks and anti-money laundering (AML) compliance requirements
Liaising with clients, beneficiaries, financial institutions, and other third parties
Supporting fee earners with diary management, workflow monitoring, and key deadlines
Assisting with billing, file management, and general administrative duties
Maintaining accurate records and updating case management systems
Ensuring compliance with GDPR, SRA regulations, and internal procedures

What we offer

Competitive salary based on experience
A supportive and professional working environment
Ongoing training and career development opportunities
Mentoring from experienced Private Client professionals
Exposure to a varied and interesting caseload
Generous annual leave entitlement
Parking permit provided
Opportunities to progress your career within a growing and ambitious law firm

Fulltime

Legal Assistant - Private Client

We are seeking a confident, enthusiastic, self-motivated, resourceful Legal Assi...

Location

United Kingdom , Kingston-upon-Thames

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Previous employment experience within professional services
Excellent verbal and written communication skills
Proactive Team Player who shows willingness to contribute to the success of the team
Good interpersonal skills with the ability to adapt style and approach
Excellent IT skills
Maintaining an interest in and understanding of the basic legal principles and procedures in the Private Client arena

Job Responsibility

Drafting of legal documents
Preparation of correspondence with third parties
Direct client contact in meetings, email and by phone
Administration of estates, including high value complex estates, many with cross border (international) elements
Preparing estate planning and tax reports
Drafting Wills
Drafting Lasting Powers of Attorney
Registration of Enduring Powers of Attorney
Applications to the Court of Protection
Coordination of tasks and working alongside other Legal Assistants ensuring completed tasks are of high presentational quality and checked for accuracy

What we offer

Competitive salaries
Generous benefits
Cohort based career development programme

Fulltime

Legal Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...

Location

United Kingdom , Nottingham

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts

What we offer

Agile working and offer a blended approach to where and how we work
Flexible working
Access to award-winning learning
Opportunities to collaborate across a diverse network of specialists

Fulltime

Private Client Apprentice Legal Assistant

We are looking for an Apprentice Legal Assistant to join our Private Client team...

Location

United Kingdom , Penzance

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Minimum of 5 x GCSEs which must include English and Maths at grade 4/C or above
A-Level in Law (desirable but not essential)
Strong communication skills with a friendly, approachable manner
Good attention to detail and a commitment to accuracy and confidentiality
Reliable, flexible, and conscientious
Good organisational skills and a positive, team-focused attitude
Motivated to study alongside work
Take ownership of personal development

Job Responsibility

Handle initial enquiries coming in to the team whether online, by telephone or in person
Booking appointments and diary management
Provide administrative support to the Private Client team, primarily for an allocated lawyer
File opening and progressing matters under supervision
Make and receive telephone calls to and from clients and other third parties
Draft emails, letters and documents under supervision
Support casework throughout its lifecycle, from file opening to file closing

What we offer

Group pension plan
Annual bonus scheme
Medical cash plan
Life assurance
Holiday trading
Private medical insurance options
Cycle to work
Discounted shopping platform

Fulltime

Private Client Apprentice Legal Assistant

We are looking for an Apprentice Legal Assistant to join our Private Client team...

Location

United Kingdom , St Austell

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

A minimum of 5 x GCSEs which must include English and Math's at grade 4/C or above
A-Level in Law (desirable but not essential)
Strong communication skills with a friendly, approachable manner, alongside good attention to detail and a commitment to accuracy and confidentiality
Reliable, flexible, and conscientious, with good organisational skills and a positive, team-focused attitude
Motivated to study alongside work, take ownership of personal development, and build skills through the apprenticeship

Job Responsibility

Handle initial enquiries coming in to the team whether online, by telephone or in person, including booking appointments and diary management
Provide administrative support to the Private Client team, primarily for an allocated lawyer, including file opening and progressing matters under supervision
Make and receive telephone calls to and from clients and other third parties, draft emails, letters and documents under supervision
Support casework throughout its lifecycle, from file opening to file closing, gaining insight into matter progression

What we offer

Group pension plan
Annual bonus scheme
Medical cash plan
Life assurance
Holiday trading
Private medical insurance options
Cycle to work
Discounted shopping platform

Fulltime

Trusts & Estates Legal Assistant (Private Wealth Group)

A nationally recognized law firm with a sophisticated Private Wealth practice is...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience as a legal assistant, preferably within trusts & estates, private wealth, or estate planning
Strong knowledge of estate planning documents and terminology (wills, trusts, probate processes, etc.)
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and deadlines effectively
Strong written and verbal communication skills with a client-service mindset
Proficiency in Microsoft Office (Word, Outlook, Excel)
experience with document management systems is a plus
Professional demeanor and ability to handle confidential information with discretion

Job Responsibility

Supporting attorneys in the preparation and drafting of estate planning documents including wills, trusts, powers of attorney, and related instruments
Assisting with trust and estate administration, including probate filings and asset coordination
Managing attorney calendars, deadlines, and client communications with a high level of professionalism
Preparing correspondence, engagement letters, and maintaining organized client files
Coordinating with clients, financial advisors, and outside professionals to gather documentation and information
Handling e-filing and court filings, as needed
Performing general administrative and legal support duties in a fast-paced, detail-oriented environment

What we offer

robust health coverage
retirement plan
PTO
additional firm perks
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Legal Executive Private Client

A well-established law firm is seeking a Private Client Legal Executive to join ...

Location

United Kingdom , London

Salary:

30000.00 - 35000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Previous experience within a private client department
Experience handling wills, probate, estate administration and LPAs
CILEX qualification, or working towards CILEX, would be advantageous
Strong technical knowledge of private client matters
Excellent communication and client care skills
The ability to manage a caseload with supervision where required
Strong attention to detail and organisational skills
A sensitive, professional and empathetic approach
Confidence working with clients, families and professional contacts

Job Responsibility

Managing a varied caseload of private client matters
Drafting wills, codicils and letters of wishes
Advising on and preparing lasting powers of attorney
Supporting clients with probate and estate administration
Assisting with trusts, inheritance tax planning and succession matters
Preparing legal documents, correspondence and client reports
Liaising with clients, beneficiaries, executors, trustees, HMRC and third parties
Maintaining accurate files, case notes and compliance records
Managing deadlines, key dates and client expectations
Supporting business development and maintaining strong client relationships

What we offer

Pension
Healthcare

Fulltime

Paralegal - Private Client

At Mayo Wynne Baxter, our Private Client Team is renowned for its expertise and ...

Location

United Kingdom , Lewes

Salary:

Not provided

Ampa - Legal & Professional Services

Expiration Date

Until further notice

Requirements

A solid understanding of wills, powers of attorney, and estate administration
The ability to manage a varied workload efficiently
Excellent communication skills, with a focus on providing exceptional client service
A high degree of accuracy and attention to detail

Job Responsibility

Communicating with and updating clients, colleagues, and third parties by email, phone, and in person
Managing administrative aspects of legal matters efficiently
Supporting legal advisers and meeting your individual financial targets
Attending client and third-party meetings (with or without legal advisers), taking notes, and assisting in discussions
Drafting and preparing legal documents, including wills, powers of attorney, tax submissions, and probate applications

What we offer

Agile working
Blended approach to where and how we work
Access to award-winning learning
Flexibility built on trust
Opportunities to collaborate across a diverse network of specialists

Fulltime

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Private Client Legal Assistant / Administrator

Job Description

Job Responsibility

Requirements

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