LEGAL SECRETARY – PRIVATE CLIENT
Location: Milton Keynes
Hours: 9:00 am – 5:00 pm, Monday to Friday
Benefits: Excellent additional benefits
We are seeking a proactive Legal Secretary or Legal Assistant with experience in Private Client, Family, Residential Conveyancing and Dispute Resolution.
Responsibilities
* Provide effective support services to the firm.
* Deal with tax planning, preparation of wills and wealth protection issues. Experience with HNW and complex matters is advantageous.
* Handle Lasting Powers of Attorney.
* Support trust administration, including trust corporations, Family Investment Companies and declarations of trust.
* Assist with probate including taxable estates, foreign element, and claiming BPR and APR.
* Maintain knowledge of Inheritance Tax.
* Manage case load, client correspondence, drafting letters, emails and legal documents.
* Organise client documents, maintain accurate records, file management.
* Use Microsoft Office and legal industry-specific document management systems.
* Communicate at senior levels, develop contacts and maintain marketing skills.
* Work to deadlines and manage pressure typical of private client work.
Desired Experience
* Tax planning
* Trust administration
* Estate administration, including preparation of estate accounts
* Corporate / Commercial awareness
* Contentious probate
* Experience in Family, Corporate, Commercial, Dispute Resolution, Employment and Real Estate practice areas.
Person Specification
* Minimum 2 years experience in a private client team or another area of law.
* Ability to manage own case load.
* Excellent drafting and proofreading skills.
* Good IT and online systems ability.
* Commercial, practical and financial awareness.
* Confidence and ability to communicate at senior levels.
* Excellent interpersonal and marketing skills.
* Team player; friendly, busy environment.
* Good negotiation and organisational skills.
* Ability to work to deadlines and under pressure.
This role offers competitive salaries and benefits packages. Join our dedicated team and contribute to delivering high-quality legal services to clients.
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