Prviate Client Legal Assistant
21 hours ago
Worthing
We are looking for a proactive and organised Private Client Administrative Assistant to join a busy Private Client team. This is an excellent opportunity for someone who is client-focused, calm under pressure, and has exceptional attention to detail-particularly when working on probate, wills, Lasting Powers of Attorney (LPA) and estate administration matters. You will work closely with fee-earners, supporting day-to-day file management, document production, client communication and general administrative duties within the department. Key Responsibilities Client Care & Communication • Act as a friendly and professional first point of contact for Private Client enquiries, • Handle incoming calls, emails and walk-ins, ensuring clients feel supported and informed, • Schedule appointments and manage fee-earners’ diaries, • Provide clear and timely updates to clients while maintaining confidentiality File & Matter Administration • Open new matters, carry out conflict checks and prepare engagement letters, • Organise files (digital and paper) in line with firm procedures, • Assist with ID checks and AML requirements, • Liaise with third parties (banks, HMRC, care homes, asset holders) for information Document Preparation • Draft standard documents such as:, • Will instruction sheets, • Probate forms, • LPA forms, • Letters to clients and third parties Estate Administration Support • Collate asset and liability information for probate, • Update estate accounts and asset schedules, • Prepare documentation for the Probate Registry, • Monitor key deadlines and ensure timely progression of matters General Administrative Duties • Photocopying, scanning, filing and post handling, • Maintain accurate data within the case management system (e.g., LEAP), • Assist with billing, raising invoices and maintaining payment records, • Support fee-earners with ad-hoc administrative tasks as required Skills & Experience Essential • Strong administrative experience, ideally within a law firm or professional services, • Excellent written and verbal communication skills, • High attention to detail and accuracy, • Ability to manage multiple tasks and priorities, • Strong IT skills, including case management systems and Microsoft Office, • Organised, reliable and able to work to deadlines Desirable • Previous experience in Private Client work (wills, probate, trusts, estate administration), • Understanding of SRA compliance and confidentiality obligations, • Experience with LEAP or similar case management systems Personal Qualities • Warm, patient and empathetic-especially when working with vulnerable or bereaved clients, • A team player with a can-do attitude, • Professional, discreet and calm, • Driven to learn and develop within the Private Client field
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