Legal Secretary - Private Client

Diamond Search Recruitment Ltd; Gravesend; Sur place; GBP 24 000 - 30 000; Plein temps

Résumé du poste

Diamond Search Recruitment Ltd is seeking an experienced Legal Secretary for a bustling Private Client team in Gravesend. You will provide comprehensive secretarial and administrative support to three fee earners across wills, probate and related matters.

The role requires accurate audio/copy typing, diary management, client liaison and diligent file handling to ensure smooth progression of matters and regulatory compliance.

Qualifications

• Legal secretarial experience within Private Client is essential.
• Ability to support three fee earners across varied caseloads.
• Proficiency in dictation, document drafting and file management.

Responsabilités

• Provide full secretarial support to three fee earners in Private Client.
• Audio and copy typing of legal documents and notes.
• Prepare Wills, LPAs and Codicils; assist with Probate and IHT forms.
• Manage diaries, appointments and client calls; liaise with clients and third parties.
• Open new files, onboarding checks and comply with AML procedures.
• Assist with billing, filing and matter progression; support department as needed.

Connaissances

Audio typing

Copy typing

Organised

Client liaison

Attention to detail

Phone handling

Billing support

Outils

BigHand

OYez Forms

Excel

Partner 4 Windows

Description du poste

We are looking for an experienced Legal Secretary to join the busy Private Client department of a long-established law firm in Gravesend.

This is an interesting and varied role providing comprehensive secretarial and administrative support to three 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

About You

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

Experience or knowledge of the following would be particularly advantageous:

• Estate accounts

• Wills

• Lasting Powers of Attorney (LPAs)

• Codicils

• Probate

• Inheritance Tax (IHT) forms

• Digital dictation

• BigHand

• Oyez Forms

• Excel

• Partner 4 Windows

You will be technically competent, highly organised and have excellent attention to detail. Just as importantly, you will be confident dealing with clients and third parties and able to communicate professionally and courteously at all times.