Legal Secretary Private Client

Harwood Recruitment Solutions Limited; Eastbourne; On-site; GBP 24,000 - 30,000; Full time

Job summary

Harwood Recruitment Solutions Limited seeks an experienced Legal Secretary to join the Private Client department in Eastbourne. The role covers a broad range of Private Client and Probate matters, providing comprehensive secretarial support to several fee earners.

You will handle audio typing, prepare Wills and LPAs, assist with probate applications, billing, and client onboarding while maintaining compliant filing and Diary management. Experience in Private Client settings is preferred.

Qualifications

• Previous experience working as a Legal Secretary in a Private Client environment is preferred.

Responsibilities

• 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 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 filing systems and ensuring regulatory compliance
• Assisting with billing, file management and matter progression
• Providing support and cover across the wider department when required

Skills

Legal secretarial experience

Private Client support

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.