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2 days ago
We are seeking a highly organized and detail-focused Private Client Support Specialist to join our team. As a key member of our Private Client department, you will provide administrative support to our solicitors and paralegals while working closely with private clients and external contacts.
About the Role- Type legal documents, correspondence, emails, and meeting notes (including transcribing audio dictation)
- Handle new client onboarding, file opening/closing, and compliance procedures (including AML)
- Manage diaries for fee earners, including arranging client meetings
- Check and distribute legal documentation
- Archive legal documents and maintain accurate records on digital systems
- Support fee earners with billing activities, credit control, and debtor chasing
- Upload and maintain digital records and archive client files
- Assist with probate and estate administration tasks, including handling client money transactions in line with firm protocols
- File probate applications and maintain the Probate Register
- Act as a first point of contact for clients and third parties via phone, email, and in writing
- Draft simple legal documents (including Wills, LPAs, and estate administration documents) unsupervised
- Liaise with external organizations and clients in a helpful and professional manner
- Excellent typing, written, and oral communication skills
- High levels of accuracy and attention to detail
- Strong organizational skills with the ability to multitask and prioritize workload
- Ability to build and maintain professional relationships with clients, colleagues, and external parties
- A compassionate, approachable, and professional manner when handling sensitive client matters
- Resilience and adaptability in a fast-paced environment
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