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Private Client Legal Assistant

Posted 1 February by Cobham Consulting Ended

Private Client Legal Assistant

We are looking for a legal assistant to join a renowned private client team, who will be able to assist lawyers with client files.

The Role:

  • Client Service
  • Taking client instructions and progressing the matter file. This may include, amongst other things, drafting Wills, Powers of Attorney and dealing with the administration of Estates to provide a courteous and efficient service to clients
  • to introduce clients to lawyers in different departments as appropriate.
  • Matters Administration
  • Maintaining control of an allocated caseload to ensure that standards of matter conduct, file management, administration, time-recording and accounting are maintained at all times
  • to be fully conversant with the firm’s computer systems and follow IT instructions directly and through procedures tabs
  • Secretarial/Administrative
  • Opening and closing client files in accordance with standard procedures including performing on-line money laundering checks
  • answering the telephone or meet clients who call into the office without an appointment on behalf of the lawyers and answering queries
  • liaising with clients
  • maintain Lawyers’ diaries and make appointments
  • liaison with the Accounts Department as appropriate to ensure timely and accurate accounts administration, including receiving cheques, entering on file and passing to accounts
  • initial handling of client queries and new enquiries
  • update and keep track of legal documents such as wills and deeds as per the required procedure.


  • Experience of working within a private client department of a law firm or relevant legal qualifications would be preferred
  • secretarial experience in a Law firm is desirable
  • knowledge, experience and passion for private client law and practices
  • adopts a client-centered focus at all times taking responsibility for the level of client service they provide and takes proactive steps to maximize and improve client relationships
  • creative problem-solving ability
  • good written and verbal communication skills
  • fast and accurate keyboard skills - 50 wpm minimum
  • good grasp of grammar and spelling
  • computer Literacy in relevant software packages
  • ability to multi-task, organise, prioritise and plan
  • ability to work calmly under pressure and with a demanding work load
  • confident with the ability to interface and develop relationships with a variety of people.
  • organisation skills including the ability to prioritise work


  • Working for an Award Winning Company
  • 23 days holiday

  • 2 times salary death in service benefit

  • Eligibility to join our health cash plan (after probation)

  • Discretionary bonus (subject to scheme rules)

  • 1% employer pension contribution (rising to 2% from 1 April 18)

Required skills

  • Law
  • Legal
  • Private Client

Reference: 34370532

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