Private Client Assistant

The Firm

We are a dynamic, award-winning, multi-office practice which provides a comprehensive range of legal services to clients across the North West and UK.

Recognising that employees are our greatest asset, we invest in training and development programmes and provide a working environment which is both supportive and challenging. Blending traditional values of personal and cost-effective advice with a modern and fresh approach we have achieved numerous accreditations and awards. Enjoying continual success and growth we are highly regarded within the legal market.

• Effective administration of files, which may include electronic filing, file opening & closing, storage and retrieval of client files.
• Ensure compliance with regulatory standards and office manual procedures
• Prepare correspondence and documents through audio- typing and word processing.
• Assist with all tasks to support fee earners as requested
• Update Trello / Critical dates as required escalating tasks
• Arrange client meetings
• Maintain up to date diaries for the team
• Understand and comply with SRA rules of professional conduct
• Prepare mail and enclosures for dispatch.
• Assist the team with any hard copy document requirements, such as copying, scanning and printing
• Assist with training to new starters upon request
• Prepare meeting rooms for meetings as necessary and for the tidying and clearance of the room at the end of the meeting.
• Liaise with clients, providing updates