Private Client Legal Assistant

An opportunity has arisen for an organised and proactive Legal Assistant to join a busy Private Client team based in Malton.

You will provide essential administrative and secretarial support to Private Client Solicitors, helping to ensure the smooth running of the department and delivering a professional, friendly and efficient service to clients.

The ideal candidate will have previous experience working as a Private Client Legal Assistant, Legal Secretary or in a similar legal support role. However, applications are also welcomed from candidates with a general legal administration background, some knowledge of Private Client law or strong transferable administrative skills.

This is an excellent opportunity for someone looking to develop their legal career within a supportive and professional team.

Legal Administration & Document Production

• Prepare legal documents and correspondence using audio typing, copy typing and standard forms.

• Amend, format and proofread complex legal documents, ensuring accuracy and attention to detail.

• Manage incoming and outgoing correspondence and post.

• Use relevant online platforms to access documents, reports and information.

• Assist with the safe storage and management of client deeds and important documentation.

File & Case Management

• Open, maintain and close client files using the case management system.

• Ensure files and client records are accurate and kept up to date.

• Undertake daily filing, scanning, document retrieval and general file administration.

• Process client identification documents and maintain records in line with internal procedures.

Client Care & Communication

• Deal with client enquiries in person and over the telephone, providing a professional and empathetic service.

• Answer incoming calls, take accurate messages and direct enquiries to the appropriate person.

• Arrange appointments, manage diaries and coordinate meetings and room bookings.

• Maintain positive relationships with clients and colleagues.

Compliance & Professional Development

• Follow internal policies and procedures, including anti-money laundering and risk management requirements.

• Ensure client deeds and sensitive documents are handled and stored securely.

• Participate in relevant training and take responsibility for ongoing professional development.

Skills & Experience

• Previous experience in a legal support role, such as Private Client Legal Assistant, Legal Secretary or Legal Administrator.

• An understanding of legal procedures and protocols, ideally within Private Client.

• Knowledge of Wills, Probate, Estate Administration, Trusts and Lasting Powers of Attorney would be advantageous.

• Good audio typing, copy typing and document production skills.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.