THE ROLE:

My client is seeking a dedicated Private Client Legal Assistant to join growing team.

KEY RESPONSIBILITIES:

• File Management: Assist with client instructions and progress files under the guidance of the Team Leader. This includes drafting Wills, Powers of Attorney, and managing the administration of Estates and Trusts.
• Client Interaction: Ensure all client correspondence is prepared accurately and maintain a smooth line of communication with clients.
• Caseload Control: Maintain a caseload independently (with support depending on level).
• Documentation: Draft and prepare legal documents, including probate statements, Wills, and Lasting Powers of Attorney. Manage probate accounting systems and generate required reports.
• Administrative Support: Open and close client files according to standard procedures, conduct online money laundering checks, and keep records up-to-date.