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.