Private Client Legal Secretary

Clear IT Recruitment Ltd; Chester; On-site; GBP 20,000 - 28,000; Full time

Job summary

Our client is recruiting for an experienced Private Client Legal Secretary to join their team in Northwich on a permanent basis.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. This position is available on either a full-time or part-time basis. Due to the requirements of the team, the role is office-based.

Part-time applicants would need to be available across 4 or 5 days per week, although reduced hours can be considered.

Qualifications

• Experience as a Legal Secretary or Legal Assistant within Private Client.
• Experience supporting Wills, Probate, Trusts and Lasting Powers of Attorney.
• Strong typing and document production skills.
• Confident dealing with clients by telephone, email and in person.
• Excellent organisational and time-management skills.
• Comfortable managing diaries and supporting multiple fee earners where required.
• Good attention to detail and accuracy.
• Proficient in Microsoft Office and legal case management systems.
• Professional, approachable and sensitive manner when dealing with clients.
• Able to work effectively both independently and as part of a team.

Responsibilities

• Wills and estate planning.
• Probate and estate administration.
• Lasting Powers of Attorney.
• Trusts.
• General Private Client matters.
• Preparing and formatting correspondence and legal documents.
• Audio and copy typing.
• Opening, maintaining and closing client files.
• Managing diaries, appointments and meetings.
• Dealing with telephone calls and enquiries from clients and other professionals.
• Liaising with clients in a professional and sensitive manner.
• Scanning, filing and maintaining accurate records.
• Assisting fee earners with the day-to-day progression of Private Client matters.
• Providing general administrative and secretarial support to the wider department.
• Ensuring files and documentation are maintained in accordance with the firm's procedures and regulatory requirements.

Skills

Typing

Document production

Client communication

Organisation

Teamwork

Tools

Microsoft Office

Legal case management systems

Job description

Our client is recruiting for an experienced Private Client Legal Secretary to join their team in Northwich on a permanent basis.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

This position is available on either a full-time or part-time basis. Due to the requirements of the team, the role is office-based.

Part-time applicants would need to be available across 4 or 5 days per week, although reduced hours can be considered.

The Role

• Wills and estate planning.
• Probate and estate administration.
• Lasting Powers of Attorney.
• Trusts.
• General Private Client matters.
• Preparing and formatting correspondence and legal documents.
• Audio and copy typing.
• Opening, maintaining and closing client files.
• Managing diaries, appointments and meetings.
• Dealing with telephone calls and enquiries from clients and other professionals.
• Liaising with clients in a professional and sensitive manner.
• Scanning, filing and maintaining accurate records.
• Assisting fee earners with the day-to-day progression of Private Client matters.
• Providing general administrative and secretarial support to the wider department.
• Ensuring files and documentation are maintained in accordance with the firm's procedures and regulatory requirements.

The Candidate

• Have previous experience as a Legal Secretary or Legal Assistant within Private Client.
• Have experience supporting matters involving Wills, Probate, Trusts and Lasting Powers of Attorney.
• Have strong typing and document production skills.
• Be confident dealing with clients by telephone, email and in person.
• Have excellent organisational and time-management skills.
• Be comfortable managing diaries and supporting multiple fee earners where required.
• Have good attention to detail and the ability to work accurately.
• Be confident using Microsoft Office and legal case management systems.
• Have a professional, approachable and sensitive manner when dealing with clients.
• Be able to work effectively both independently and as part of a team.

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