
Private Client Legal Assistant
- St Albans
- Permanent
- Competitive DOE
Are you looking for a role where your organisational skills, client service mindset, and legal admin experience can make a real difference?
We’re working with a respected and growing law firm looking to appoint a Private Client Assistant to support their Private Client Team Leader. This is a varied and rewarding role where you’ll help ensure clients receive a smooth, supportive, and professional experience throughout their matters.
Whether you’re experienced in Private Client work or come from a strong legal secretarial/admin background, this could be the perfect next step for you.
What You’ll Be Doing:
Client Service
- Progress matters under the guidance of the Team Leader, including Wills, LPAs, Probate and Trust Administration
- Provide professional, courteous support to clients
- Ensure accuracy of all documents and correspondence
- Adhere to the Solicitors Code of Conduct and Accounts Rules
- Flag any client or third-party complaints promptly to the Head of Department
- Work towards fee-earning targets (min. 720 chargeable hours/year)
- Refer clients to other departments where beneficial
Matter Administration
- Manage your own caseload with high standards in time recording, billing, and client care
- Use probate software to draft key documents and forms (e.g. Wills, LPAs, probate applications)
- Keep digital and physical workspaces in order
- Bill promptly, chase costs, and handle client money in accordance with procedure
Secretarial & Administrative Support
- Open and close files, perform AML checks
- Support the team with calls, visitors, diary management, and meetings
- Manage post, emails, and file organisation
- Handle typing and document dispatch (including outsourced material)
- Work with the Accounts team to process disbursements and cheques
- Maintain accurate client records using Peppermint/Isokon
- Assist with photocopying, archiving, and general office troubleshooting
- Support colleagues with phone cover and ad-hoc admin when needed
- Greet and assist clients who come into the office
- Maintain legal document storage and registers
What You’ll Bring:
- Legal/Private Client experience (preferred) or relevant qualifications
- Legal secretarial background (desirable)
- A strong commitment to client care and clear communication
- Great organisational skills, calmness under pressure, and excellent attention to detail
- Confidence using IT and legal software systems
- A proactive and professional approach with the ability to follow instructions
- Strong timekeeping and a supportive team spirit
This is a brilliant opportunity to join a firm that values its people, delivers a truly client-first service, and offers a supportive working culture.