Probate Legal Secretary - Client-Focused Admin Expert

Confidential; Malton; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Company pension scheme

Sick pay

Cycle to work scheme

Employee referral scheme

Discounted services

Subsidised parking

Birthday off

30 days annual leave

Job summary

Confidential in Malton is seeking a Legal Secretary to join the Probate team. You will support fee earners with a busy caseload, keep files tidy, manage diaries, and ensure clients are looked after with professionalism and empathy.

Experience in legal services or probate is beneficial, but strong admin skills from any professional service will be considered. A friendly, discreet attitude is essential in this busy environment.

Qualifications

• Fast and accurate audio and copy typing.
• Excellent attention to detail and a good eye for formatting.
• Strong Microsoft Word, Outlook and Excel skills.
• Excellent spelling, grammar and written communication.
• Good organisational skills and the ability to juggle competing priorities.
• Confidence working independently while knowing when to ask for help or escalate to a fee earner.
• A professional and discreet approach to confidential information.
• The ability to remain calm when things get busy.
• A genuine understanding of handling bereaved clients with sensitivity and empathy.

Responsibilities

• Provide day-to-day secretarial and admin support to the Probate team.
• Preparing, formatting and amending correspondence, legal documents and reports.
• Managing diaries, arranging appointments, meetings and calls.
• Handling incoming emails, post and telephone enquiries, making sure anything requiring legal input reaches the right fee earner.
• Opening, closing, maintaining and retrieving client files.
• Keeping case management systems and client records up to date.
• Preparing documents, copying, scanning and arranging outgoing post.
• Monitoring important probate and estate administration deadlines.
• Liaising with executors, beneficiaries, the Probate Registry, HMRC, banks and other third parties under the guidance of fee earners.
• Supporting with client onboarding, conflict checks, client identification, time recording and routine billing administration.
• Being a friendly, professional first point of contact for clients and external contacts.

Skills

Audio typing

Copy typing

Attention to detail

MS Word

Outlook

Excel

Spelling and grammar

Organisation

Discretion

Empathy

Job description

Confidential in Malton is seeking a Legal Secretary to join the Probate team. You will support fee earners with a busy caseload, keep files tidy, manage diaries, and ensure clients are looked after with professionalism and empathy.

Experience in legal services or probate is beneficial, but strong admin skills from any professional service will be considered. A friendly, discreet attitude is essential in this busy environment.