Private Client - Assistant at Crombie Wilkinson
Malton YO17 7LP, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

26 Nov, 25

Salary

0.0

Posted On

26 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Legal Services

Description

Office Based Working, Malton, UK-based
Are you ready to be more than just a cog in the legal machine? At Crombie Wilkinson Solicitors, we’re not your typical law firm — and this isn’t your typical legal assistant role.
We’re on the lookout for a proactive, detail-driven Private Client Legal Assistant to join our growing and dynamic team. If you’re looking to build your legal career in a place where culture, collaboration, and progression matter just as much as performance — read on.

Key Responsibilities

  • Draft and proof correspondence/documents from audio and copy typing.
  • Organise filing system: daily updates, file storage/retrieval as per guidelines.
  • Prepare outgoing mail and ensure all enclosures are included.
  • Handle document copying.
  • Schedule appointments, meetings, and maintain the Legal Adviser’s diary.
  • Support teammates and contribute to a collaborative work culture.
  • Assist clients professionally in person and over the phone.
  • Answer calls promptly; relay accurate messages to Legal Advisers.
  • Complete required training and take initiative for personal development.
  • Maintain confidentiality of client and firm documents.
  • Assist with file opening via case management system and admin tasks.
  • Format complex legal documents (e.g. wills, LPAs, deputyship forms).
  • Follow firm’s standards for document handling using Proclaim and Word.
  • Oversee proper storage and dispatch of client deeds/documents.
  • Ensure money laundering regulations are followed.
  • Create invoices and handle Accounts paperwork when requested.
  • Manage file reviews for Legal Adviser’s regular checks.
  • Process file closures in line with official procedures.
  • Prepare final versions of documents for signing.

How To Apply:

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Responsibilities
  • Draft and proof correspondence/documents from audio and copy typing.
  • Organise filing system: daily updates, file storage/retrieval as per guidelines.
  • Prepare outgoing mail and ensure all enclosures are included.
  • Handle document copying.
  • Schedule appointments, meetings, and maintain the Legal Adviser’s diary.
  • Support teammates and contribute to a collaborative work culture.
  • Assist clients professionally in person and over the phone.
  • Answer calls promptly; relay accurate messages to Legal Advisers.
  • Complete required training and take initiative for personal development.
  • Maintain confidentiality of client and firm documents.
  • Assist with file opening via case management system and admin tasks.
  • Format complex legal documents (e.g. wills, LPAs, deputyship forms).
  • Follow firm’s standards for document handling using Proclaim and Word.
  • Oversee proper storage and dispatch of client deeds/documents.
  • Ensure money laundering regulations are followed.
  • Create invoices and handle Accounts paperwork when requested.
  • Manage file reviews for Legal Adviser’s regular checks.
  • Process file closures in line with official procedures.
  • Prepare final versions of documents for signing
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