Prviate Client Legal Assistant

Job description

We are looking for a proactive and organised Private Client Administrative Assistant to join a busy Private Client team. This is an excellent opportunity for someone who is client-focused, calm under pressure, and has exceptional attention to detail-particularly when working on probate, wills, Lasting Powers of Attorney (LPA) and estate administration matters.

You will work closely with fee-earners, supporting day-to-day file management, document production, client communication and general administrative duties within the department.

Key Responsibilities

Client Care & Communication

• Act as a friendly and professional first point of contact for Private Client enquiries
• Handle incoming calls, emails and walk-ins, ensuring clients feel supported and informed
• Schedule appointments and manage fee-earners’ diaries
• Provide clear and timely updates to clients while maintaining confidentiality

File & Matter Administration

• Open new matters, carry out conflict checks and prepare engagement letters
• Organise files (digital and paper) in line with firm procedures
• Assist with ID checks and AML requirements
• Liaise with third parties (banks, HMRC, care homes, asset holders) for information

Document Preparation

• Draft standard documents such as:
• Will instruction sheets
• Probate forms
• LPA forms
• Letters to clients and third parties

Estate Administration Support

• Collate asset and liability information for probate
• Update estate accounts and asset schedules
• Prepare documentation for the Probate Registry
• Monitor key deadlines and ensure timely progression of matters

General Administrative Duties

• Photocopying, scanning, filing and post handling
• Maintain accurate data within the case management system (e.g., LEAP)
• Assist with billing, raising invoices and maintaining payment records
• Support fee-earners with ad-hoc administrative tasks as required

Skills & Experience

Essential

• Strong administrative experience, ideally within a law firm or professional services
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to manage multiple tasks and priorities
• Strong IT skills, including case management systems and Microsoft Office
• Organised, reliable and able to work to deadlines

Desirable

• Previous experience in Private Client work (wills, probate, trusts, estate administration)
• Understanding of SRA compliance and confidentiality obligations
• Experience with LEAP or similar case management systems

Personal Qualities

• Warm, patient and empathetic-especially when working with vulnerable or bereaved clients
• A team player with a can-do attitude
• Professional, discreet and calm
• Driven to learn and develop within the Private Client field

Extra information

Status

Open

Education Level

Secondary School

Location

Worthing

Type of Contract

Casual / Part Time Jobs

Published at

18-12-2025

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English