A dedicated Private Client Assistant is sought to join a growing Private Client department at our client's Frodsham office.
This role involves collaboration with a dynamic team on a diverse range of private client matters, including Will Drafting, Probate/Estate Administration, Tax Advice, Trust Administration, Powers of Attorney, and Court of Protection/Deputyship cases.
With a raft of benefits above and beyond the usual, including enhanced holiday provision, a generous pension AND life insurance scheme, this is a great opportunity for an experienced Private Client Legal Assistant or Paralegal to join this team.
As a key member of the team, the Private Client Assistant will be responsible for: Opening new files and sending out Client Care letters, along with Terms and Conditions.Preparing correspondence and documents using audio typing and word processing.Drafting various legal documents to support solicitors.Coordinating all necessary copying tasks.Managing appointments, meetings, and maintaining an up-to-date diary for fee earners.Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying exceptional client care standards.Accurately preparing invoices and completion statements, submitting them to both the Accounts Department and clients.Precisely recording all remitted and received funds by completing posting slips and preparing payment requests.Organizing mail and enclosures for prompt posting.Keeping the file management system meticulously up-to-date throughout each case.Ensuring timely and accurate archiving or retrieval of files as necessary.Providing invaluable support to fellow assistants as needed.Offering guidance and assistance to the reception team when required.Actively participating in specialized training sessions, taking ownership of self-development.
The ideal candidate will have: Excellent organizational skills.Exceptional attention to detail.Strong verbal and written communication skills.Proficient IT and typing skills.Previous experience in a similar role or within a professional or legal environment is preferable.
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