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Date Added: Sat 04/05/2024

Legal Assistant - Private Client

Bedford, MK40, UK
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Job Type: Permanent, Full Time

Salary: £25000/annum

Legal Assistant - Private Client

Our client, based in Bedford, have an exciting opportunity for an enthusiastic and well organised Legal Assistant to join their friendly, well established private client team.


* Dealing with queries raised by clients, solicitors, and other involved parties.

* Provide client updates and monitor matter progression.

* Opening and closing matters on the case management system compliant with the firm's AML and quality standards and SRA regulations.

* Supervised drafting of basic correspondence, forms, and documents.

* Submitting/registering forms and legal documents Probate Registry, Certainty and HMRC.

* Responsible for the organisation, safe custodian and release of Wills, Lasting Power of Attorney's, Probates, and other associated legal documents.

* Maintaining contact lists and calendars for fee earners.

* Monitoring deadlines, manage appointments and diaries.

* Searches and registering Wills with Certainty.

* Preparing and submitting bills, payments, and receipts, liaising with the finance team.

* Preparing Estate Accounts on Excel.

* Handling overflow client telephone calls.

* Reception cover.

* Preparing and taking the banking and post.

* General administrative tasks.

* Other duties as required to ensure the efficient running of the office.


* Preferably previous work experience as legal assistant/secretary.

* Satisfactory knowledge of day-to-day operations of a legal office.

* Advanced computer literacy (word, excel, outlook).

* Working knowledge of case management software.

* Proficiency in English.

* Excellent administrative and organisational skills.

* Ability to juggle multiple activities and work under pressure.

* Attention to detail.

* Excellent communication skills.


* 25 days holiday + Bank Holidays.

* Pension scheme.

* Holiday bonus scheme.

* Comprehensive training and development opportunities including support to study for professional qualifications.

* Firm funded eye tests
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