Private Wealth & Succession Legal Secretary

Legal Secretary - Private Wealth & Succession

An exciting opportunity has arisen for an experienced Legal Secretary to join a friendly and supportive Private Wealth & Succession team.

The team advises individuals, families, trustees, business owners and executors across a varied range of matters, including wills, Lasting Powers of Attorney, trusts and estate administration. The work is interesting and varied, with a strong focus on providing clients with a professional, practical and reassuring service.

The Role

You will provide comprehensive secretarial and administrative support to a team of lawyers, helping to manage a busy caseload.

Key responsibilities will include:

Preparing and managing legal documents and correspondence

Supporting monthly billing and credit management processes

Producing financial information when required

Maintaining accurate records using case management systems

Providing day-to-day support to lawyers and clients

Managing a busy workload while maintaining accuracy and attention to detail

About You

Previous legal secretarial experience is essential

Strong document management and administration skills

Experience using legal case management systems; P4W experience would be advantageous

Private Client experience is desirable, although experience within Family or a similar area of law will also be considered

Highly organised, proactive and able to prioritise effectively

Excellent communication and interpersonal skills

Professional, empathetic and confident when dealing with clients

Able to work accurately in a busy environment

This is a fantastic opportunity for an experienced Legal Secretary to join a well-established team and develop their career within an interesting area of law.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age