Client Services Secretary - Private Wealth

ReQuire Consultancy; Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a skilled Legal Secretary to enhance their Private Client team in Bournemouth. This role offers a fantastic opportunity to contribute to a dynamic, client-focused environment where your organisational skills and attention to detail will shine. You will be instrumental in preparing legal documents, managing client files, and supporting fee earners. Join a friendly team that values initiative and professionalism, and thrive in a role that recognizes your contributions and fosters your growth. If you are ready to take ownership of your work and make a significant impact, this is the perfect opportunity for you.

Qualifications

• Experience in a legal secretarial role, ideally within Private Client.
• Strong organisational skills and attention to detail.

Responsibilities

• Prepare and manage legal documentation and client files.
• Provide high-quality administrative support to fee earners.

Skills

Legal Secretarial Experience

Communication Skills

Organisational Skills

Attention to Detail

Time Management

Tools

Microsoft Office

Audio Dictation

Job description

We’re looking for a skilled and motivated Legal Secretary to join our well-established and growing Private Client team in Bournemouth. This is a fantastic opportunity to play a key role in a fast-paced, client-focused environment, where your attention to detail and organisational strengths will be highly valued.

You’ll be part of a friendly, professional team that takes pride in delivering excellent service to clients. Whether it’s supporting with Wills, Probate, Trusts, or Estate Administration, your role will be vital in helping the team operate smoothly and efficiently.

What you’ll be doing:

• Preparing, formatting, and managing legal documentation
• Maintaining and organising client files
• Managing diaries and arranging meetings
• Acting as a professional and approachable point of contact for clients
• Providing high-quality administrative support to fee earners

What you’ll bring:

• Previous experience in a legal secretarial role, ideally within Private Client
• Excellent communication skills and a confident, professional manner
• Strong organisational ability and an eye for detail
• Ability to manage competing priorities and meet deadlines
• Proficiency in Microsoft Office and experience with audio dictation

This is an excellent opportunity for someone who enjoys taking ownership of their work, thrives under pressure, and wants to be part of a supportive and collaborative team.

If you're looking for a role where your skills and initiative are recognised and valued, then apply to this vacancy today. Contact Sam to find out more.