Legal Secretary Private Client

Harwood Recruitment Solutions Limited; Eastbourne; On-site; GBP 21,000 - 27,000; Full time

Job summary

Harwood Recruitment Solutions Limited is currently seeking an experienced Legal Secretary to join the Private Client department of a long-established law firm in Eastbourne. You will provide comprehensive secretarial and administrative support to several fee earners covering Private Client and Probate matters, including wills, LPAs, and codicils.

Ideal candidates have prior Private Client secretarial experience and are confident managing diaries, filing, and client onboarding, including ID/ AML

Qualifications

• Private Client secretarial experience preferred.
• Experience with wills, LPAs, and codicils.
• Proven typing and document preparation skills.

Responsibilities

• Provide full secretarial support to three fee earners.
• Audio and copy typing of legal documents, correspondence, attendance notes and file notes.
• Prepare and amend Wills, LPAs and Codicils.
• Assist with Probate applications, estate accounts and IHT forms.
• Manage diaries and arrange appointments, meetings and client calls.
• Liaise with clients, executors, beneficiaries, attorneys and banks.

Skills

Audio typing

Copy typing

Diary management

Client liaison

Job description

I am currently recruiting for an experienced Legal Secretary to join the busy Private Client department of a long-established law firm in Eastbourne.

This is an interesting and varied role providing comprehensive secretarial and administrative support to several fee earners, covering a broad range of Private Client and Probate matters.

Your duties will include:

• Providing full secretarial support to three fee earners within the Private Client team
• Audio and copy typing of legal documents, correspondence, attendance notes and file notes
• Preparing and amending Wills, Lasting Powers of Attorney and Codicils
• Assisting with Probate applications, estate accounts and Inheritance Tax forms
• Managing diaries and arranging appointments, meetings and client calls
• Liaising professionally with clients, beneficiaries, executors, attorneys, financial institutions and other third parties
• Answering telephone calls and dealing with general Private Client enquiries
• Opening new client files and assisting with client onboarding, including ID and anti-money laundering checks
• Assisting with the administration and progression of probate and estate matters
• Managing incoming and outgoing post, emails and correspondence
• Maintaining accurate electronic and hard-copy filing systems
• Ensuring files are kept up to date and compliant with internal and regulatory requirements
• Assisting with billing, file management and matter progression
• Providing support and cover across the wider department when required

Previous experience working as a Legal Secretary within a Private Client environment is preferred, and you must be confident supporting fee earners across a varied caseload.