Job Title: Private Client Administrator
Location: Basildon
Salary: £25,000 - £30,000 (DOE)
Job Type: Full-time
Overview
We are seeking a highly organised and proactive Centralised Private Client Administrator to support our Private Client team across the firm. This role is key to ensuring the smooth and efficient handling of administrative processes relating to private client matters, providing consistent support to fee earners and delivering an excellent client experience.
Key Responsibilities
*Providing administrative support across the Private Client department, including:
*Opening and closing client files in line with compliance procedures
*Preparing standard documents and correspondence (e.g. wills, LPAs, probate forms)
*Assisting with the submission of applications to HMRC and the Probate Registry
*Managing incoming and outgoing post, emails, and telephone enquiries
*Maintaining accurate and up-to-date client records and case management systems
*Supporting fee earners with billing processes, file reviews, and document management
*Coordinating appointments, meetings, and client communications
*Assisting with compliance requirements, including ID checks and anti-money laundering procedures
*Liaising with clients, third parties, and internal teams in a professional and timely manner
*Ensuring adherence to firm policies, procedures, and regulatory standard
Key Requirements
*Previous administrative experience within a legal or professional services environment (Private Client experience desirable)
*Familiarity with wills, probate, and estate administration processes (advantageous)
*Strong organisational and time management skills
*Excellent attention to detail and accuracy
*Proficient in Microsoft Office and case management systems
*Strong written and verbal communication skills
*Ability to manage multiple tasks and priorities effectively
Skills & Competencies
*Client-focused approach with a professional and empathetic manner
*Ability to work both independently and collaboratively across teams
*Strong problem-solving skills and initiative
*High level of confidentiality and discretion
*Adaptability and willingness to learn
Benefits
*22 days holiday increasing with service
*2 days @ Christmas & New Year – when office closes, in addition to statutory holidays
*1 thank you day around birthday
*Death in Service
*Cycle to work scheme
How to Apply
To apply for this exclusive opportunity, please submit an up-to-date CV by clicking the Apply button, or contact me directly for a confidential discussion.
If you have not been contacted by A1 Personnel within two weeks of submitting your application, please assume that your CV has not been shortlisted on this occasion.
A1 Personnel is acting as a specialist recruitment consultancy in relation to this vacancy.