Private Client Assistant
East Leeds
Up to £29,000 DOE

My Client a Family Feel Law Firm are looking to recruit a Private Client Assistant to join their team.

Main Duties:

• General typing for fee earners including letters, emails, file notes, preparation notes etc.
• Pick up jobs via dictation i.e., drafting Wills, LPAs and other documents
• Use the Court portal to upload relevant documentation
• Open and close files including issuing paperwork and ID checks
• Speaking to clients/ other solicitors/experts if fee earners not available, both face to face and on the telephone.
• Make client appointments
• Complete posting slips for Accounts
• Maintains client confidence by keeping client information confidential
• Using case management system effectively to ensure client matters are organised and easy to access
• General assistance to the office as a whole when needed (e.g. to cover leave of other members of staff/requirements of being part of a team)
• Reporting immediately, to their line manager or HOD, any matters which would put the firm at risk of non-compliance with regulations or being exposed to any attempts to launder money or commit fraud
• Ensuring CPD is maintained at all times by taking part in all compulsory training and any other training agreed with line manager.
• Assisting the Junior Legal Assistants and Legal Assistants in their work when time allows



If you have Private Client experience and are interested in this role, please apply ASAP!