Legal Secretary - Private Client

Clear IT Recruitment; Otley; On-site; GBP 40,000 - 60,000; Full time

Job summary

A legal recruitment firm is seeking an experienced Private Client Legal Secretary to join a team in Otley, England. The role involves typing, document preparation, and maintaining client appointments. Essential skills include high accuracy in secretarial work and experience in Wills and Probate. Benefits include a pension contribution, bonus scheme, and flexible working hours. This is an excellent opportunity for a motivated individual looking for a supportive work environment.

Benefits

Pension Contribution

Bonus Scheme

Flexible Working

Dependent leave

Additional holiday during Christmas

Qualifications

• High levels of speed and accuracy in computer and secretarial skills.
• Communication skills to engage directly with clients.
• Experience in Private Client work including Wills and Probate.

Responsibilities

• Typing from digital dictation promptly and accurately.
• Composing routine documents using the firm’s Case Management System.
• Maintaining the fee earner’s diary and managing appointments.

Skills

Computer and secretarial skills

Ability to take initiatives

Case Management with O365 and Excel

Previous legal experience in Private Client

Tools

LEAP

Job description

An excellent opportunity has arisen for an experienced Private Client Legal Secretaryto join my clients team in their Otley, West Yorkshire offices.

This role is working within the Private Client department which consists of two full‑time and two part‑time private client solicitors. The right candidate will work alongside two legal secretaries / assistants, with a department of seven.

Main Duties

• Typing from digital dictation, quickly and accurately and prioritising where required.
• Composing and producing routine correspondence and documents using the firm’s Case Management System (LEAP) and assisting in ongoing developments of that system.
• Making appointments for clients, maintaining the fee earner’s diary, and generally keeping the fee earners organised.
• Taking enquiries from clients and others, dealing with routine enquiries and taking messages.
• Keeping the fee earner’s filing system in order.
• Opening new files and matters and keeping details of the fee earner’s files on the database up to date.
• Archiving and storage of files and Wills on completion of matters.
• Corresponding and calling the Probate registry.
• Assisting with the workload of others in the Wills & Probate team, where time allows and / or priorities and / or holiday periods require.
• Assisting in turn with everyday office routines, including post, coffee / tea making, and similar.

Essential Skills & Experience

• Computer and secretarial skills to high levels of speed and accuracy
• Ability to take initiatives and responsibility under the Fee Earners authority, and to communicate with clients directly.
• Case Management with O365 and Excel experience required.
• In‑built sense of responsibility and initiative
• To be flexible and responsive to the pressure of work
• Previous legal experience in Private Client (Wills, Trust & Probate)

Benefits

• Pension Contribution
• Bonus Scheme
• Flexible Working
• Dependant leave
• Christmas close for a week which is an additional 3 to 4 days holiday and the 8 statutory bank holidays.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note

Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.