Legal Assistant | Private Client
Locations: Bath or Bristol
TSR Legal is working with a highly regarded, progressive law firm to recruit two Legal Assistants to join its established Private Client team, with one opportunity based in Bath and one in Bristol.
This is an excellent opportunity for an organised, proactive and client-focused individual to join a respected legal practice offering high-quality work, a supportive team environment and opportunities for professional development.
Working closely with fee earners and other members of the Private Client team, you will provide efficient and effective administrative and legal support, helping to ensure the smooth running of the department and the delivery of an excellent client experience.
The successful candidates will play an important role in supporting day-to-day operations, maintaining high standards of accuracy and confidentiality, and ensuring that all work complies with internal procedures and relevant regulatory requirements.
The Role
Client Service & Legal Support
- Providing administrative support to fee earners and managing a varied workload under their guidance.
- Opening files and assisting with client onboarding and associated compliance checks.
- Managing telephone calls, emails, correspondence, post and online portals.
- Producing documents, letters and bills using appropriate precedents and templates.
- Audio-typing, assisting with voice recognition procedures and coordinating document production.
- Maintaining electronic and paper files, including filing, archiving and document management.
- Assisting with basic legal processes, completing forms, obtaining documentation and progressing matters through relevant portals.
- Arranging meetings, coordinating appointments and liaising with courts, clients and third parties where required.
- Supporting funding arrangements and the processing of monies under supervision.
- Communicating professionally with clients by telephone, email, letter and face to face.
- Responding to new enquiries and supporting the team with initial client contact when required.
- Maintaining confidentiality and ensuring compliance with data protection, file retention, anti-money laundering and risk management procedures.
Business Development & Client Relationships
- Supporting business development and marketing activities, including organising meetings, preparing presentation materials and coordinating events.
- Maintaining accurate client and referral information within the firm’s CRM system.
- Acting as a point of contact for third parties, including professional referrers, agents, experts and other solicitors.
- Building positive working relationships with clients, colleagues and external contacts.
- Representing the firm professionally and contributing to its reputation for excellent client service.
Teamwork & Continuous Improvement
- Working collaboratively with colleagues to ensure the efficient running of the Private Client department.
- Coordinating team meetings, training sessions and other departmental activities.
- Supporting improvements to administrative processes and suggesting ways to enhance efficiency.
- Making effective use of IT systems and legal technology.
- Taking ownership of appropriate tasks and smaller projects where required.
- Remaining flexible and open to new ways of working.
About You
We are keen to hear from candidates who are professional, well organised and committed to providing an excellent standard of service.
You will ideally have:
- Previous experience in a legal secretarial, legal assistant or administrative role, although this is desirable rather than essential.
- Excellent organisational skills, with the ability to prioritise tasks and manage competing deadlines.
- Strong written communication skills and a good eye for detail.
- A solid working knowledge of Microsoft Office and confidence using IT systems.
- A good understanding of client service and the importance of building positive professional relationships.
- A proactive and flexible approach, with the ability to work independently and as part of a team.
- A professional and approachable manner when dealing with clients, colleagues and external contacts.
- An understanding of confidentiality, data protection and the importance of following established procedures.
Experience within a Private Client department would be advantageous, but candidates with transferable legal support or administrative experience are encouraged to apply.
What’s on Offer?
The firm offers a supportive and collaborative working environment, with an emphasis on employee development, career progression and long-term success.
- A competitive holiday allowance of between 26.5 and 31.5 days, depending on the role, with options to buy or sell annual leave.
- Hybrid working arrangements.
- Healthcare cash plan and/or private medical insurance.
- Life assurance and group income protection.
- Pension scheme.
- Discretionary profit and performance-related bonus.
- Cycle-to-work scheme and season ticket loan.
- Employee Assistance Programme.
- Enhanced family leave.
- Recruitment referral bonus.
- Regular salary reviews.
- Access to structured learning, training, mentoring and professional development opportunities.
The firm is committed to creating an inclusive workplace where colleagues are supported to develop their skills, build rewarding careers and achieve their professional ambitions.
Interested in Applying?
These are excellent opportunities for individuals looking to develop their career within a well-established Private Client team, supporting high-quality legal work in either Bath or Bristol.
To find out more or to discuss the opportunity confidentially, please contact Rachel Phillips at TSR Legal : 02920 388100 / [email protected]
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