Private Client Legal Assistant Job at Pertemps Network Group (Settle)

Client Assistant - Private Client

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

Location

United Kingdom , Leicester

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
blended approach to where and how we work

Fulltime

Legal PA - Private Client

Join a leading legal firm known for its bespoke legal advice to high net worth i...

Location

United Kingdom , London

Salary:

45000.00 - 55000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Well-organised and intelligent with keen attention to detail
Excellent IT skills in Word and Excel
Capable of working under pressure and meeting tight deadlines
Able to handle confidential information with discretion
Proactive team player who enjoys variety and thrives in dynamic environments
Exceptional client service focus
Strong communication skills with excellent telephone manner
Experience in Private Client legal work
Fast and accurate typing speed
Advanced Microsoft Office skills with proven business writing abilities

Job Responsibility

Liaise with clients face-to-face and over the phone
Prepare and bind deeds and Wills
Support file opening and compliance efforts
Assist with electronic billing
Provide support to solicitors, accountants, and other fee earners
Manage diaries and documents efficiently
Maintain effective filing systems
Perform audio/copy typing including digital dictation
Assist with electronic bibles

What we offer

4x Life Assurance
Medical Insurance (post-probation)
Medicash Cashplan (post-probation)
BUPA Health Assessment (post-probation)
Auto-enrolment in the Group Personal Pension Scheme
Interest-free season ticket loan (after 3 months)
Cycle to Work Scheme
Wellbeing Programme
Gymflex (after 3 months)
Holiday Purchase

Fulltime

Legal Secretary - Private Client

Our client is a well-established law firm based in Surrey, renowned for its comm...

Location

United Kingdom , Cranleigh

Salary:

28000.00 - 32000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience as a Legal Secretary, preferably in a private client setting
Strong secretarial and administrative skills
Proficiency in audio transcription and fast, accurate typing
Exceptional attention to detail and accuracy
Excellent communication and interpersonal abilities
A friendly and professional demeanour
Proficiency in Microsoft Word, Excel, Outlook, and digital audio software
Familiarity with case management systems
Previous experience in a similar legal environment

Job Responsibility

Produce accurate and timely documents and correspondence via audio dictation
Maintain comprehensive and organised client administration files
Assistance with Reception duties which will include meeting and greeting clients, and arranging meeting room bookings

What we offer

25 days holiday plus BH & Birthday
pension
medical insurance
life insurance
Free Parking

Fulltime

Legal Assistant

Supporting fee earners with a wide range of legal and administrative tasks in a ...

Location

United Kingdom , Southsea

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Minimum 2-3 years' experience as a Legal Assistant in Private Client law
Fast and accurate typing skills (digital audio dictation experience preferred)
Proficiency in Microsoft Office (Word, Excel, Outlook) and case management systems
Strong organisational skills and attention to detail
Professional, approachable, and client-focused attitude

Job Responsibility

Drafting basic Wills, Lasting Powers of Attorney (LPAs), and Court of Protection applications
Preparing tax-related forms, including Inheritance Tax documentation
Producing correspondence and legal documents via digital dictation
Maintaining accurate and comprehensive client files
Creating attendance notes and supporting case documentation
General administrative duties: photocopying, scanning, filing, and faxing
Managing client interactions: greeting visitors, handling calls, and booking meetings
Coordinating travel arrangements and meeting room bookings

What we offer

25 days annual leave + BHs
your birthday off
free parking
training and professional development opportunities

Fulltime