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.

Apply To This Role