Legal Administration Assistant Private Client

Legal Administrative Assistant – Private Client Department

Job Type: Full-time
Location: Farnham
Salary: £25,000 - £27,500

We are seeking a proactive and highly organised Legal Administrative Assistant to join our Private Client team. This role is integral to the smooth running of the department, providing comprehensive administrative support to ensure the efficient handling of client matters, including wills, probate, trusts, and estate planning.

• Manage and coordinate diaries for all department members to ensure effective scheduling and client service.
• Liaise with clients to gather and prepare documentation for wills, probate applications, Lasting Powers of Attorney, and other private client matters.
• Handle new client enquiries professionally and ensure all relevant information is recorded and actioned promptly.
• Communicate with clients, HMRC, the Probate Registry, financial institutions, and other third parties via email, telephone, and in person.
• Prepare and issue client bills for approval and dispatch, and assist with initial credit control processes.
• Address client queries regarding fees in consultation with fee earners.
• Ensure timely payment and receipt of funds related to estate administration and other disbursements.
• Maintain accurate records and monitor case progress using legal case management software (Proclaim preferred).
• Prepare legal documents and correspondence using templates and dictation tools (e.g., BigHand).
• Organise and document minutes for departmental meetings and support with general administrative duties as required.
• Ensure compliance with internal procedures and regulatory requirements, including file opening and AML checks.

• Previous experience in a legal administrative role, ideally within a Private Client or similar legal environment.
• Strong organisational and time management skills with the ability to prioritise effectively.
• Excellent written and verbal communication skills.
• Proficiency in legal case management systems, preferably Proclaim.
• Familiarity with Private Client processes and documentation is highly desirable.
• Ability to work independently and collaboratively within a team.

• Competitive salary package.
• Opportunities for professional development and career progression.
• Supportive and friendly team environment.

To apply, please submit your CV and a cover letter outlining your relevant experience and interest in the role. For an informal conversation, feel free to contact Mark Watts at Reed.