Legal Secretary – Probate

Ware & Kay Group; Malton; Remote; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Pension scheme

Cycle to work

Employee referral bonus

Discount on in-house services

Enhanced annual leave

Subsidised parking

Job summary

Ware & Kay Group in Malton is seeking a Probate Legal Secretary to provide secretarial and administrative support for fee earners handling probate and estate administration matters. You will treat bereaved clients with sensitivity while preparing correspondence and legal documents from dictation, templates, and instructions.

You will manage diaries, appointments and files, assist with compliance and billing, and liaise with executors, beneficiaries, banks, HMRC and the Probate Registry to ensure

Qualifications

• Preferably legal secretarial experience with accurate audio and copy typing and strong document formatting skills.
• Confidence using Word, Outlook and Excel; case management experience is an advantage.
• Good written communication and numerical skills, careful prioritisation and respect for confidentiality.
• A sensitive approach to bereaved clients. Probate or private client experience is helpful, alongside a willingness to learn relevant procedures.

Responsibilities

• Prepare probate correspondence and legal documents using dictation, templates and fee earners’ instructions.
• Organise diaries, appointments, files and deadlines so fee earners have the support they need.
• Handle routine enquiries with care, referring legal questions to the relevant fee earner.
• Liaise on administrative matters with executors, beneficiaries, HMRC, banks and the Probate Registry; help with file opening, billing and team cover.

Skills

Legal secretarial experience

Audio typing

Word

Outlook

Excel

Case management experience

Written communication

Confidentiality

Tools

Dictation templates

Job description

Organisation matters. So does the way you make people feel. As a Probate Legal Secretary at Ware and Kay in Malton, you will provide the secretarial and administrative support that helps fee earners progress probate and estate administration matters, while treating bereaved clients with sensitivity and care.

You will prepare correspondence and legal documents from digital dictation, templates and instructions, manage diaries and appointments, and keep physical and electronic files accurate and up to date. Alongside routine file opening, compliance and billing support, you will help monitor deadlines and liaise on administrative matters with executors, beneficiaries, banks, HMRC and the Probate Registry.

Working with multiple fee earners means balancing priorities, flagging conflicting deadlines and keeping colleagues informed. You will handle routine client enquiries, recognise when legal questions need a fee earner’s input, and provide team or reception cover when required. Your accuracy, discretion and thoughtful communication will make a practical difference to the service clients receive.

Where you will make a difference

• Prepare probate correspondence and legal documents using dictation, templates and fee earners’ instructions.
• Organise diaries, appointments, files and deadlines so fee earners have the support they need.
• Handle routine enquiries with care, referring legal questions to the relevant fee earner.
• Liaise on administrative matters with executors, beneficiaries, HMRC, banks and the Probate Registry; help with file opening, billing and team cover.

What you will bring

• Preferably legal secretarial experience, with accurate audio and copy typing and strong document formatting skills, however we will consider a good administrator.
• Confidence using Word, Outlook and Excel; case management experience is an advantage.
• Good written communication and numerical skills, careful prioritisation and respect for confidentiality.
• A sensitive approach to bereaved clients. Probate or private client experience is helpful, alongside a willingness to learn relevant procedures.

If you enjoy bringing order to a busy day and treating people with care, this could be your next move.

• 20 days annual leave plus 8 Statutory Bank Holiday’s (pro rata first year and if part-time) rising to 30 days (after time served) plus
• 3 additional days to be given between Boxing Day and New Year (pro-rata if part-time) plus
• Christmas Eve (where this falls on a normal working day)
• 1 day off for birthday (on successful completion of probation)
• Company pension scheme (eligible after 3 months employment)
• When the Firm has a bonus scheme in operation eligibility for this is after successfully completing a probation period
• Cycle to work scheme (after qualifying period)
• Employee referral scheme where you can earn up to £1,000 per person referred
• Discount of legal services (after qualifying period)
• Enhanced annual leave after qualifying period
• Subsidised Parking (Contact HR for further details)
• Discount on in house services on completion of 12 month’s service

We welcome applications from all backgrounds and assess applicants on the skills and experience relevant to the role. Please let us know if you need reasonable adjustments during recruitment or an alternative application format.