JOB TITLE: LEGAL ASSISTANT – PRIVATE CLIENT
HOURS OF EMPLOYMENT: 9:00 am - 5:00 pm, Monday to Friday
BENEFITS: Excellent additional benefits
Are you currently working as a Legal Assistant or Legal Secretary with experience in Private Client matters or another area of law?
Our client is currently seeking a proactive Legal Secretary or Legal Assistant, ideally with experience in Private Client, Family, Residential Conveyancing and Dispute Resolution. This is an excellent opportunity to join an established team based in Milton Keynes that provides high-quality, efficient support. In this role, you will work closely with lawyers and clients, providing exceptional secretarial support to Fee Earners and contributing to the department’s smooth operation.
If this sounds like you, we’d love to hear from you!
JOB DESCRIPTION:
To provide effective support services to the firm. Duties will include:
*Dealing with Tax Planning, the preparation of Wills and Wealth Protection issues. Experience in handling HNW and complex matters would be an advantage.
*Lasting Powers of Attorney.
*Trusts, including knowledge of Trust Corporations, Family Investment Companies and declarations of trust, would be an advantage.
*Probate including taxable estates, those with a foreign element and experience of claiming BPR and APR
*Knowledge of Inheritance Tax.
Due to the nature of the work undertaken, it would be desirable to be able to demonstrate experience in the following:
*Tax Planning
*Trust Administration
*Administration of estates, including the preparation of estate accounts
*Corporate/Commercial awareness
*Contentious Probate
Experience of working within other practice areas such as Family, Corporate, Commercial, Dispute Resolution, Employment and Real Estate.
PERSON SPECIFICATION:
*A minimum of 2 years’ experience working in a private client team or another area of law
*The ability to manage one’s own case load when this is required.
*The ability to effectively manage client correspondence, including drafting letters, emails and legal documents as required. Therefore, good drafting and proofreading skills are essential.
*Assist with file management, organising client documents and maintaining accurate records.
*Intermediate to advanced IT and online systems ability (Microsoft Office, legal industry-specific document management systems, online portals, etc.)
*Commercial, practical and financial awareness.
*Confidence and ability to communicate at senior levels.
*Excellent interpersonal and marketing skills with the ability to develop contacts for the team and the firm.
*Team player who fits into a friendly, busy team.
*Good negotiation skills and organisational ability.
*Ability to work to deadlines and under the pressure that comes with private client work.
Our client offers competitive salaries and benefits packages. Join their team of dedicated professionals and contribute to their mission of providing high-quality legal services to their clients