The successful applicant will have experience working within a Private Client department. You will be expected to liaise directly with clients, have excellent interpersonal and communication skills and empathy in dealing with clients to provide the highest standard of client care.
Main duties will include:
Providing full secretarial support including using a digital dictation system to produce correspondence and other documentation related to Private Client matters.
Drafting of basic Wills, LPAs and Court of Protection applications.
Completion of forms relating to tax i.e., Inheritance Tax.
General team administration including photocopying, faxing, filing and scanning.
Handling telephone enquiries and directing accordingly.
Arranging meeting room bookings/travel arrangements.
Desired skills and experience:
Legal Secretary experience essential within Private Client at least 1 years +.
Fast, accurate typing ability, ideally using digital audio systems.
Experience of using case management system.
IT literate – Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.
What they offer:
Full time in the office – Monday – Friday 9am – 5:30pm
Salary depending on experience up to £25,000 - £28,000.
Standard holiday plus bank holidays.
Company Pension Scheme
Salary description
£25000.00 - £28000.00 per year