Admin Assistant – Private Client

Main information

• Term type: Permanent
• Practice area: Tax - Private Client
• Location: Guildford

The Role

Join our friendly and supportive Private Client team as an Administrative Assistant. This is an exciting opportunity for a motivated and detail-focused individual to play a key role in supporting our secretaries and lawyers. You'll work closely with experienced professionals, develop valuable skills, and contribute to delivering an excellent service to our clients within a collaborative and welcoming environment.

About the Team

Our Private Client team is made up of four partners, 19 lawyers/fee earners, and 3 secretaries and an administrative assistant. We specialise in delivering high-quality legal services. As an Admin Assistant, you’ll play a key role in supporting the team’s day-to-day operations and ensuring everything runs efficiently behind the scenes.

You’ll be involved in a wide range of administrative tasks, including:

• Managing file systems: archiving, e-filing
• Scanning and photocopying confidential documents
• Assisting with file opening, including inputting party details and producing engagement letters
• Processing incoming and outgoing post, including collation of enclosures
• Booking couriers and handling document distribution
• Supporting billing processes: generating reports, billing guides, and tracking invoices
• Assisting with document archiving (e.g. Wills, Deeds)
• Learning and using internal systems such as iManage, 3E, Intapp, NBI, Nintex, and Kofax PDF
• Identifying opportunities to improve administrative processes and enhance the efficiency of team workflows
• Supporting the implementation and adoption of new technologies, systems and ways of working
• Using AI-powered and digital tools, where appropriate, to improve productivity, accuracy and service delivery
• Assisting with innovation and continuous improvement projects across the team and wider firm
• Demonstrating a positive and proactive approach to change, embracing new processes and technologies as they are introduced
• Contributing ideas and feedback to help drive operational excellence and improve the client and colleague experience
• Any other admin tasks that support the smooth running of the team

Qualifications and Experience

We’re looking for someone who is:

• Eager to learn and willing to take initiative
• Highly organised with excellent attention to detail
• Process - driven, with the ability to use AI/tech to improve procedures and be able to demonstrate an enthusiasm for innovation
• Confident using Microsoft Office, especially Excel (basic formulas, formatting, ribbon tools)
• A strong communicator with good interpersonal skills
• Reliable and self-motivated, with a flexible work ethic
• Comfortable working in a busy office environmen t and seeking out tasks to support the team

Qualifications & Experience

• Min of Five GCSEs (or equivalent) A*-C, including Maths and English
• Some administrative experience (through work experience, apprenticeship, or placement)
• Intermediate knowledge of Microsoft Outlook, Word, Excel, and PowerPoint
• Excellent English and grammar
• Ability to learn new systems and processes
• Experience of using AI tools in previous roles

The Opportunity

• Competitive base salary
• Pensions Scheme (5% employer contribution)
• Private medical insurance
• Permanent health insurance
• Life assurance
• Receive either the sum of £750 per annum as a travel allowance or reimbursement of carparking expenses via a pay as you go card at a local carpark (likely to be Farnham Road carpark)
• Travel – option to apply for an interest free loan for a season ticket or parking permit
• Enhanced maternity/paternity pay (after sufficient service)
• Cash back scheme
• Critical illness insurance
• Buy/Sell holiday scheme
• Dental insurance
• Cycle to work schemes
• Taste card
• Fun pass
• Give as you earn
• Discounted gym memberships and shopping
• Profit share and discretionary bonus schemes

The Firm

Stevens & Bolton – making a positive difference to your career

You’ll work with people who listen, and who actively and willingly support one another within a collaborative and engaging environment. We genuinely care about our people and strive to build and maintain a diverse, inclusive and happy workforce.

We are recognised as a top firm in The Times Best Law Firms 2025, shortlisted for “Law Firm of the Year: The Independents” at The Lawyer Awards 2025 and shortlisted for “Regional/Offshore Team of the Year” at the Legal Business Awards 2025. The Firm was recently named “Law firm of the year” at the 2025 Legal Cheek Awards, was shortlisted for “ESG Initiative of the Year” at the Women, Influence & Power in Law UK 2024 Awards and shortlisted for “UK Law Firm of the Year - Small/Mid-Sized Firm” at the British Legal Awards 2023. Our refurbished office has been awarded a RICS SKA silver certificate and a 2-star Fitwel accreditation.

We’ve made excellence the hallmark of our firm: in the clear advice we give, in the enduring client relationships we build and in our proactive and highly responsive service. We seek to recruit people who will help us maintain and build on this, and in return we offer excellent long-term career and development opportunities.

Diversity & Inclusion

We have a strong commitment to diversity and inclusion (D&I). This drives a strategy which focuses on constant promotion of an inclusive culture that encourages everyone to realise their full potential and be themselves at work. In 2020 we were shortlisted for “Best D&I Initiative” at The HR Awards and for “Best Talent and Inclusion Initiative” at The Lawyer Awards.