Legal Secretary Private Client

Harwood Recruitment Solutions Ltd; Eastbourne; Vor Ort; GBP 21.000 - 28.000; Vollzeit

Zusammenfassung

Harwood Recruitment Solutions Ltd in Eastbourne is seeking an experienced Legal Secretary to join the Private Client department. You will provide comprehensive secretarial and administrative support to several fee earners on a varied caseload including Wills, Probate, and related documentation.

The role involves audio and copy typing, diary management, client liaison, ID/AML checks, and billing support. Prior Private Client experience is preferred.

Qualifikationen

• Previous experience as a Legal Secretary in Private Client preferred.
• Proficient audio and copy typing skills.
• Ability to manage multiple fee earners and tasks.

Aufgaben

• Provide full secretarial support to three fee earners in Private Client.
• Audio and copy typing of legal documents, correspondence and notes.
• Prepare and amend Wills, LPAs and Codicils.
• Assist with Probate applications and estate accounts.
• Manage diaries, appointments and client calls.
• Liaise with clients, executors and financial institutions professionally.
• Handle onboarding checks including ID and AML compliance.
• Support billing, file management and matter progression.
• Provide cover across the department when required.

Kenntnisse

Audio typing

Copy typing

Diary management

Client liaison

Jobbeschreibung

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.