Job Details
Private Client Assistant
East Leeds
Up to £29,000 DOE
My Client a Family Feel Law Firm are looking to recruit a Private Client Assistant to join their team.
Main Duties:
* General typing for fee earners including letters, emails, file notes, preparation notes etc.
* Pick up jobs via dictation i.e., drafting Wills, LPAs and other documents
* Use the Court portal to upload relevant documentation
* Open and close files including issuing paperwork and ID checks
* Speaking to clients/ other solicitors/experts if fee earners not available, both face to face and on the telephone.
* Make client appointments
* Complete posting slips for Accounts
* Maintains client confidence by keeping client information confidential
* Using case management system effectively to ensure client matters are organised and easy to access
* General assistance to the office as a whole when needed (e.g. to cover leave of other members of staff/requirements of being part of a team)
* Reporting immediately, to their line manager or HOD, any matters which would put the firm at risk of non-compliance with regulations or being exposed to any attempts to launder money or commit fraud
* Ensuring CPD is maintained at all times by taking part in all compulsory training and any other training agreed with line manager.
* Assisting the Junior Legal Assistants and Legal Assistants in their work when time allows
If you have Private Client experience and are interested in this role, please apply ASAP!
CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.
How to apply
Apply Here