Private Client Legal Assistant in Liverpool

Private Client Legal Assistant in Liverpool

Liverpool Full-Time No working from home possible
Simpson Judge

Legal Assistant – Private Client

Location: Warrington

Hours: 9:00am – 5:15pm, Monday to Friday (Office Based)

Salary: Competitive, dependent on experience

The Firm

We are looking for an enthusiastic, organised and proactive Legal Assistant to join our friendly, well-established Private Client team in Warrington.

This is an excellent opportunity for someone who enjoys delivering exceptional client service, thrives in a busy office environment, and is looking to develop their career within a supportive and approachable law firm.

The Role

Working closely with our Private Client fee earners, you will play a key role in ensuring matters progress efficiently while providing excellent support to clients and colleagues.

Your responsibilities will include:

  • Handling enquiries from clients, solicitors and other third parties.
  • Providing client updates and monitoring the progression of matters.
  • Opening and closing files on the case management system in accordance with AML requirements, quality standards and SRA regulations.
  • Assisting with the drafting of routine correspondence, legal forms and documents under supervision.
  • Preparing and submitting applications and legal documents to the Probate Registry, HMRC, Certainty and other relevant organisations.
  • Organising, securely storing and releasing Wills, Lasting Powers of Attorney, Grants of Probate and other legal documents.
  • Registering Wills with Certainty and carrying out relevant searches.
  • Maintaining fee earners' diaries, appointments, calendars and contact lists.
  • Monitoring key dates and deadlines.
  • Preparing bills, processing payments and receipts, and liaising with the finance team.
  • Preparing Estate Accounts using Microsoft Excel.
  • Handling overflow telephone calls and delivering excellent client service.
  • Providing reception cover when required.
  • Preparing banking and post.
  • Undertaking general administrative duties and supporting the wider office as needed.

About You

We are looking for someone who is organised, detail-oriented and enjoys working as part of a team.

You will ideally have:

  • Previous experience as a Legal Assistant or Legal Secretary, preferably within Private Client.
  • A good understanding of the day-to-day operations of a legal office.
  • Excellent IT skills, including Microsoft Word, Excel and Outlook.
  • Experience using case management software.
  • Strong written and verbal communication skills.
  • Excellent organisational and administrative abilities.
  • The ability to manage multiple tasks and prioritise effectively in a busy environment.
  • A high level of accuracy and attention to detail.
  • A professional, positive and client-focused approach.

What We Offer

  • Competitive salary, dependent on experience.
  • 26 days' annual leave plus Bank Holidays.
  • Company pension scheme.
  • Holiday bonus scheme.
  • Comprehensive training and development opportunities, including support towards professional qualifications.
  • Firm-funded eye tests.
  • A supportive, friendly and collaborative working environment where your development is encouraged.

If you're looking to build your career within a respected and welcoming law firm and would like to be part of a dedicated Private Client team, we'd love to hear from you.

Private Client Legal Assistant in Liverpool employer: Simpson Judge

Simpson Judge is an excellent employer, offering a supportive and friendly work culture that prioritises employee growth and development. Located in Birkenhead, the role of Purchase Ledger Clerk not only provides competitive salary options but also fosters a collaborative environment where team members can thrive and enhance their skills in finance.

Simpson Judge

Contact Details:

Simpson Judge Recruitment Team