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Administration Assistant – Private Capital

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Clarke Willmott

2mo ago

  • Job
    Full-time
    Entry, Junior, Mid & Senior Level
  • Legal
    People, HR & Administration
  • Bristol

AI generated summary

  • You should have admin experience, strong communication and task management skills, attention to detail, MS Office proficiency, and a proactive, organized approach with a willingness to learn.
  • You will handle client communications, manage diaries and inboxes, produce documents, arrange payments, conduct ID checks, and assist colleagues while ensuring compliance with security policies.

Requirements

  • Ideally, you will have previous experience of working within a legal environment or administration role, preferably in a Private Client team. However, if you have a genuine interest in working within the legal sector providing key support to fee earners, co-workers, and an excellent client experience, we would very much like to hear from you.
  • You will have excellent task management and communication skills to meet the needs and priorities of the team and the expectations of our clients.
  • You will be able to work as an integral part of the team and support colleagues at all levels whilst also being able to work to your own initiative.
  • This role will suit you if you like to prioritise your own workload, work closely to deadlines, and can work with minimum supervision and under pressure.
  • You will need to demonstrate from experience that you are exceptionally organised and proactive, that you have a flexible ‘can-do’ attitude, and that you have the skills to work closely with various stakeholders and have direct contact with clients.
  • Your fee earners will rely on you to manage their diaries, task lists and flow of client work and you must be able to juggle the needs of multiple people whilst managing and incoming calls so you must be able to prioritise tasks communicate well and be resilient in a demanding role.
  • You will enjoy being in the office throughout the week and interacting with colleagues in your team and the wider firm.
  • You will have excellent spelling and grammar.
  • You will be proficient with the usual Microsoft packages, including Excel and PowerPoint skills and comfortable with learning new databases and other software packages.
  • You will have quick and accurate keyboard skills and fantastic attention to detail.
  • We expect you to be someone who takes pride in your work and in providing a first-class support service to your fee earners, anticipating their needs in advance wherever possible, and paying meticulous attention to detail in all of your work.
  • Finally, we are looking for someone who can demonstrate initiative and problem-solving skills and a willingness to learn and develop, which will help you thrive in this role.

Responsibilities

  • Being the first point of contact for clients and intermediaries including taking messages, assisting with routine queries, arranging meetings etc. and gathering any background needed and ID documents ahead of the meetings.
  • Diary and event management for the fee earners.
  • Managing the inboxes and post of the fee earners.
  • Liaising with our billing team on the issue of invoices and ensuring they are despatched to clients promptly.
  • Document production, including some audio typing, including preparation of client appointment letters, engrossed Wills and Trust documents, probate bundles, finalising or amending draft documents and production of some standard documents with guidance from your fee earners.
  • Opening, closing files and archiving documents.
  • Prompt naming and saving of scanned post into the files and obtaining original documents a from our remote postal hub.
  • Scanning documents correspondence (including outgoing post) into our document management system.
  • Keeping filing and e-filing up to date and accessible.
  • Arranging payments in and out to clients, beneficiaries and third parties, and transfers between accounts.
  • Carrying out routine searches for ID and bankruptcy checks and land registry titles.
  • You will also be involved in other administrative activities both for your fee earners and others as required, including helping other administrators and secretaries during busy periods, and to cover absences from work.
  • It is an integral part of this role that you comply with information security and all firm policies and procedures.

FAQs

What is the job title for the vacancy?

The job title for the vacancy is Administration Assistant – Private Capital.

Where is the job location?

The job is located in Bristol.

What are the working hours for this position?

The position is full-time.

Is this a permanent role?

Yes, this is a permanent role.

What kind of support will the Administration Assistant provide?

The Administration Assistant will provide proactive and professional support to senior fee earners within the Private Capital team.

What previous experience is preferred for this role?

Previous experience working within a legal environment or administration role, preferably in a Private Client team, is preferred.

What skills are necessary for this position?

Necessary skills include excellent task management, communication skills, a flexible 'can-do' attitude, and proficiency with Microsoft packages, including Excel and PowerPoint.

What are the primary responsibilities of the Administration Assistant?

Responsibilities include managing diaries, liaising with clients, document production, managing inboxes, arranging payments, and maintaining files, among others.

What benefits does the company offer?

The company offers an excellent benefits package, including a company pension scheme, 26 days holiday plus bank holidays, additional Christmas annual leave, life assurance, and some flexibility with start and finish times.

How do I apply for this position?

To apply for the vacancy, you should send your CV and covering letter to careers@clarkewillmott.com.

Who can I contact for more information about the position?

You can contact Carly McGill or Nathan Tanner, Recruitment Advisors, for more information.

Is there an opportunity for career development within the firm?

Yes, the firm provides a comprehensive learning and development programme to support your career journey.

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Clarke Willmott

A leading law firm with seven offices across the country. We offer expert legal advice on a broad range of services.

Law
Industry
501-1000
Employees
1888
Founded Year

Mission & Purpose

Clarke Willmott LLP is a national law firm with over 600 lawyers and support staff (including over 100 partners) working from offices in Birmingham, Bristol, Cardiff, London, Manchester, Southampton and Taunton. The firm was established in the South West in 1888 and we are proud of our strong heritage. We are client-led; a strategic resolve which has resulted in our earning a strong reputation in sectors such as real estate and construction, retail, sport, social housing, agriculture, renewable energy and private client as well as specialist areas such as debt recovery. Working closely with our clients to provide tailored solutions for their particular situation is paramount at Clarke Willmott. We invest time and energy into developing strong client relationships in order to add real value and achieve positive results.