Legal Assistant – Private Client

Our client is seeking an enthusiastic and well-organised Legal Assistant to join their established Private Client team in Warrington, Cheshire.

The role would suit someone with previous private client experience looking to develop their career within a supportive environment.

Key Responsibilities

• Assisting fee earners with Private Client matters

• Dealing with queries from clients, solicitors and other parties

• Providing client updates and monitoring matter progression

• Opening and closing matters in accordance with AML, SRA and internal procedures

• Preparing basic correspondence, forms and legal documents under supervision

• Submitting and registering documents with the Probate Registry, Certainty and HMRC

• Managing and maintaining Wills, LPAs, Probate documents and associated records

• Managing diaries, appointments, deadlines and contact lists

• Preparing bills, payments and receipts and liaising with the finance team

• Preparing Estate Accounts using Excel

• Handling client telephone calls and providing reception cover when required

• General administrative duties including post and banking

Requirements

• Previous experience as a Legal Assistant or Legal Secretary is preferred

• Good understanding of legal office procedures

• Strong IT skills, particularly Word, Excel and Outlook

• Experience using case management systems

• Excellent organisational and administrative skills

• Strong attention to detail

• Ability to manage multiple tasks and work under pressure

• Excellent written and verbal communication skills

What's on Offer

• 26 days' holiday plus Bank Holidays

• Pension scheme

• Holiday bonus scheme

• Comprehensive training and development opportunities, including support towards professional qualifications

• Firm-funded eye tests

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.