Private Client Legal Assistant

Job Overview

To support the Head of Department in the provision of legal services by providing legal assistance to fee earners and clients.

Responsibilities and Duties

• To assist Fee Earners in the management of caseload by actioning legal procedures as directed by the fee earner.
• To assist Fee Earners in the management of caseload by dealing with file related queries either face to face or by telephone.
• To be able to complete tasks competently and within defined timescales.
• Taking dictations and typing.
• Liaising with the Accounts Department regarding payment and financial matters.
• To be able to work to a high standard and possess a fine attention to detail and to be organised and efficient whilst working under pressure.
• Liaising with clients and other contacts, dealing with queries, taking instructions and conducting letter and telephone enquiries as necessary.
• Ensure work issues or problems are reported immediately to the management team.
• Ensuring compliance with the firms policies and procedures.
• To be fluid in the use of the Case Management system.
• To improve and enhance the firm's client base by effective liaison with existing clients.
• To maximise the firm's potential to cross-sell services by identifying appropriate opportunities.
• To manage own work allocation, productivity and quality of work with minimum supervision.
• Undertake other clerical and administrative duties as may reasonably be required from time to time.

Experience Required

Essential

• Have recent knowledge and experience working within a Private Client Department
• Have recent knowledge of assisting on a varied caseload of Wills, Probates, LPAs and Estate Administration
• Practical experience of handling client enquiries face to face and by telephone
• Confident, articulate, robust approach to relationships and interactions with colleagues
• Ability to work quickly and accurately under pressure and adhere to critical deadlines
• IT literate and have good keyboard skills. Microsoft is essential.

Desired

• Studying for Membership of the Institute of Legal Executives
• Working knowledge of case management systems
• Demonstrate a commitment to personal development