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Legal Assistant - Private Client Department


Hours: Full Time

Location: Frodsham Office

Salary: Dependent on Experience

Benefits: Company Pension Scheme, Hybrid Working (upon completion of training and probationary period), Wellness Packages, Life Insurance Scheme, Generous Holiday Package, Free Office Parking, and a Great Team Environment!

The Opportunity

We are excited to welcome a dedicated Private Client Assistant to our growing team at our Frodsham Office. In this role, you will collaborate with a dynamic team, assisting on a diverse range of private client matters, including Will Drafting, Probate/Estate Administration, Tax Advice, Trust Administration, Powers of Attorney, and Court of Protection/Deputyship cases.

Main Responsibilities

As a key member of our team, you will be responsible for:

  • Opening new files and sending out Client Care letters, along with our Terms and Conditions.
  • Preparing correspondence and documents using audio typing and word processing.
  • Drafting various legal documents to support our Solicitors.
  • Coordinating all necessary copying tasks.
  • Managing appointments, meetings, and maintaining an up-to-date diary for our fee earners.
  • Engaging professionally and amicably with clients through in-person meetings and phone conversations, exemplifying the firm's exceptional client care standards.
  • Accurately preparing invoices and completion statements, submitting them to both the Accounts Department and clients.
  • Precisely recording all remitted and received funds by completing posting slips and preparing payment requests.
  • Organising mail and enclosures for prompt posting.
  • Keeping the file management system meticulously up-to-date throughout each case.
  • Ensuring the timely and accurate archiving or retrieval of files as necessary.
  • Providing invaluable support to fellow assistants as needed.
  • Offering guidance and assistance to the reception team when required.
  • Actively participating in specialised training sessions, taking ownership of your self-development.
  • Upholding strict confidentiality standards for all firm and client documentation and information.
  • Adhering to the Solicitors Accounts Rules and the rules of Professional Conduct of Solicitors or other relevant professional bodies.

To excel in this role, you will need:

  • Proficiency in IT and typing skills.
  • Exceptional communication abilities, both written and verbal.
  • Preferably, prior experience as a Legal Assistant or in a similar professional office setting.

Company Overview

We take pride in our reputation as an employer. Employee well-being is the cornerstone of our culture, and we demonstrate our commitment through an extensive benefits package, including generous holiday allowances, a generous pension scheme, Life Insurance coverage, a vibrant social atmosphere, and a culture that fosters personal and professional growth. Initial training will be provided at our offices, and once proficient, you'll have the flexibility to work in a hybrid capacity from home.

If you're excited to contribute your skills and dedication to a dynamic legal team while enjoying a fulfilling work-life balance, we encourage you to apply.

To apply please email your CV and covering letter to