We are seeking an organised Legal Assistant - Private Client to join our client's experienced team in Beaconsfield. The successful candidate will provide high-quality administrative and casework support to fee-earners handling wills, probate, estates and lasting powers of attorney, ensuring efficient progression of matters from client intake through to completion.
Key responsibilities
- Assist fee-earners with the day-to-day management of a private client caseload, including preparation of wills, administration of estates, probate applications, intestacy matters, estate accounts and lasting powers of attorney; progress matters in line with agreed timescales and firm procedures.
- Carry out client care and AML checks at intake; open, maintain and close client files in accordance with firm policies and SRA requirements to ensure matter records are audit-ready and compliant.
- Prepare, format and proofread private client documentation including ...