Legal Secretary
Key Responsibilities:
Document Production & File Management
- Prepare, format, and amend a wide range of Private Client documents, including Wills, LPAs, probate forms, trust paperwork, and general correspondence.
- Produce accurate and well-presented documentation from digital dictation and handwritten notes.
- Maintain organised and compliant client files, ensuring all records, forms, and documents are kept up to date.
- Assist with preparing bundles, scanning, filing, and archiving matter files.
Secretarial & Administrative Support
- Provide proactive diary and email management for fee-earners, scheduling meetings, calls, and client appointments.
- Handle incoming calls and enquiries professionally, ensuring messages are passed on promptly.
- Support with file opening and closure, conflict checks, billing preparation, and matter administration.
- Coordinate client meetings, prepare agendas, and ensure fee-earners are fully briefed.
Private Client Work Assistance
- Assist with routine estate administration tasks such as drafting schedules, chasing third parties, and collecting information.
- Help prepare standard Private Client documentation using established templates (under supervision).
- Liaise with clients, financial institutions, and other professionals where required.
- Support the team with onboarding processes, including preparing KYC and engagement paperwork.
Skills & Experience Required:
- Previous experience as a Legal Secretary within a Private Client department is essential.
- Strong document production skills with excellent accuracy, grammar, and attention to detail.
- Confident working with dictation, document management systems, and legal case management software.
- Highly organised, able to manage multiple deadlines, and comfortable supporting several fee-earners.
- Professional communication skills, with the ability to handle confidential matters with discretion.
- A calm, proactive approach and confidence liaising with clients, including high-net-worth individuals.
Ideal Candidate
- Someone who enjoys a busy and varied secretarial role within Private Client work.
- Reliable, organised, and committed to delivering excellent support to fee-earners and clients.
- Comfortable taking ownership of administrative tasks and maintaining high standards of accuracy.
- Looking for a long-term role within a supportive legal team rather than a pathway to qualification.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Recommended Jobs
Senior Data Engineer
Who we are: We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with…
PA - 6 month FTC
Manage and organise the daily schedules and appointments of senior staff. Coordinate and arrange meetings, including preparing agendas and taking minutes. Handle confidential correspondence and…
Mobile Fitter (Network Rail)
An excellent opportunity has come up within our Torrent Trackside business for a Mobile Fitter to cover the West London, Woking and Guildford areas. This opportunity would suit a small plant fitter o…
Plant Fitter
Location: London Hours: Full-time The Joseph Gallagher Group is a family owned business that delivers expertise whilst putting client satisfaction at the core of the business. Built on a pers…
Admin & Production Assistant
Salary: Up to £22,600 Contract Type : Full Time Permanent Security Level: SC Visa Restrictions: This position does not currently offer visa sponsorship. Location : RAF Northolt, Ruisl…
Panel Beater - Glasgow
Logic360 Role: Panel Beater Location: Glassgow Employment Type: Permanent Working Shift Patterns: Monday to Friday Working Hours: 08.00am to 17.00pm (42.5 hour week) with weekend overtime availabl…
Cyber Security Generalist Manager
Job Description Job Description - Cyber Security Generalist Manager Role Location - Any UK Salary: Competitive (based on experience) Level: Accenture will be hiring at Manager level Ple…
Special Educational Needs Teaching Assistant (SEN TA)
Location: London Borough of Hammersmith & Fulham Role Type: Full-time & Long-term Opportunities (Part-time considered) Start Date: Flexible / Immediate / Upcoming Term Salary: Competit…
Veterinary Surgeon
Veterinary Surgeon, Greenford, Salary up to £85,000! Are you looking to work in a vibrant part of London? This practice in West London is seeking an experienced vet to join their team. Relocation a…
Transfer Pricing Specialist - Financial Services Focus
A leading international advisory firm is looking to appoint a Transfer Pricing Specialist to support its dynamic and growing Financial Services transfer pricing team. This is an excellent opportunity…