Legal Secretary

TieTalent; Bath; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading law firm in Bath seeks an experienced Legal Secretary to join their dedicated Private Client team. You'll provide essential support in managing client files, preparing documents, and liaising with clients. This opportunity allows for career development in a friendly, supportive environment while working on matters related to wills, probate, and trusts.

Qualifications

• Previous experience as a Legal Secretary or Legal Assistant in a Private Client team.
• Exceptional attention to detail and accuracy in document production.
• Able to work independently and handle sensitive information.

Responsibilities

• Open new client files and assist with compliance tasks.
• Prepare and format legal documents including wills and estate paperwork.
• Manage diaries and schedule client appointments.

Skills

Attention to Detail

Administrative Skills

Organisational Skills

Client Care

Communication

Discretion

Tools

Microsoft Office

Legal Case Management Systems

Job description

Legal Secretary Private Client | Bath | Excellent Opportunity

Overview

TSR Legal are proud to be working with a highly regarded South West law firm who are now seeking an experienced Legal Secretary to join their busy Private Client team in Bath. This is a fantastic opportunity to provide vital administrative and secretarial support to a well-established and friendly department specialising in wills, probate, estates, trusts, and elderly client matters.

Key Responsibilities

As a Legal Secretary, you will play a key role in supporting fee earners and ensuring a smooth workflow across the team. Your responsibilities will include:

• Opening new client files and assisting with compliance including conflict checks, ID verification and AML procedures
• Preparing, amending and formatting legal documents including wills, LPAs, and estate administration paperwork
• Managing diaries, scheduling client appointments, and booking meeting rooms
• Organising virtual and in-person meetings with clients and third parties
• Liaising with clients, beneficiaries, financial institutions, and HMRC
• Providing support with post-completion documentation and handling archived file queries
• Maintaining accurate digital filing and record keeping
• Handling confidential matters with professionalism and discretion
• Assisting fee earners in progressing matters by being a proactive and reliable team player

Key Skills and Attributes

• Previous experience as a Legal Secretary or Legal Assistant within a Private Client or similar legal team
• Exceptional attention to detail and accuracy in document production
• Strong administrative and organisational skills
• Confident communicator with excellent client care abilities
• Proficient in Microsoft Office and legal case management systems
• Able to work independently, use initiative, and prioritise a varied workload
• A discreet and professional manner when dealing with sensitive and confidential information

Why Apply?

This is a superb opportunity to join a reputable firm that values teamwork, career development, and long-term growth. The role offers a friendly working environment, a high-quality client base, and the chance to be part of a supportive Private Client department.

Contact Rachel Phillips, Associate Director in confidence on 02920 388100

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