Legal Assistant - Private Client at Mallory Pryce

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

0.0

Posted On

29 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Casework Management, Wills and Probate, Estate Administration, Lasting Powers of Attorney, AML Checks, Document Production, Case Management Systems, Microsoft Office, Client Care, Proofreading, Interpersonal Communication

Industry

Staffing and Recruiting

Description

We are seeking an organised Legal Assistant - Private Client to join our client's experienced team in Beaconsfield. The successful candidate will provide high-quality administrative and casework support to fee-earners handling wills, probate, estates and lasting powers of attorney, ensuring efficient progression of matters from client intake through to completion. Key responsibilities: Assist fee-earners with the day-to-day management of a private client caseload, including preparation of wills, administration of estates, probate applications, intestacy matters, estate accounts and lasting powers of attorney; progress matters in line with agreed timescales and firm procedures. Carry out client care and AML checks at intake; open, maintain and close client files in accordance with firm policies and SRA requirements to ensure matter records are audit-ready and compliant. Prepare, format and proofread private client documentation including wills, grant of probate/personal representatives’ documents, attendance notes, client letters, estate accounts and statutory forms; ensure accuracy and consistency with firm precedents and templates. Support clients and fee-earners with client-facing matters such as obtaining information, arranging meetings, taking detailed instructions, obtaining ID and documentary evidence, and keeping clients updated on progress with sensitivity and professionalism. Use and maintain case management and document management systems by updating matter records, scanning and indexing documents and ensuring version control of precedents and templates. Key skills and experience required: At least 6 months experience in a legal support role within private client, probate or wills teams, or equivalent administrative experience in a legal services environment. Strong administrative and document production skills with attention to detail and a high standard of written English. Familiarity with client care and AML procedures and an understanding of basic private client processes including probate applications, estate administration and LPA registration; willingness to learn and develop technical knowledge. Proficiency with case management and document management systems and confident use of Microsoft Office. Good organisational skills with the ability to manage competing priorities, meet deadlines and work independently while escalating issues appropriately. Excellent interpersonal and communication skills with a professional manner and the ability to deal sensitively with vulnerable clients and bereaved families while building effective working relationships with colleagues and third parties.

Responsibilities

Provide administrative and casework support for private client matters, including the preparation of wills, probate applications, and estate accounts. Manage client intake, perform AML checks, and maintain compliant client files in accordance with SRA requirements.