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Permanent

Legal Administration Assistant (Private Client)

Farnham
money-bag 26000.00-26000.00 Annual
3072118090
Posted Today

Legal Administrative Assistant - Private Client Department Job Type: Full-timeLocation: FarnhamSalary: £26,000 - £30,000We 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.Key Responsibilities: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 ..... full job details .....

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