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Private client secretary

Bury
Permanent
Polkadotfrog
Secretary
Posted: 12h ago
Offer description

Private Client Secretary Bury St Edmunds onsite Are you an organised and proactive Secretary with strong administrative and client service skills Were looking for a Private Client Secretary to join a friendly and supportive legal team, providing high-quality secretarial and administrative support to lawyers within the Private Client department. This is a fantastic opportunity for someone who enjoys working in a professional environment, delivering excellent client service, and ensuring the smooth day-to-day running of legal processes. What Youll Be Responsible For: Preparing legal documents including letters, forms, Wills, Lasting Powers of Attorney, and invoices, including audio transcription where required. Maintaining accurate records and databases, including submissions to relevant online services and authorities. Liaising with clients, beneficiaries, executors, the Probate Registry and other third parties in a professional and supportive manner. Handling enquiries by phone and in person, arranging consultations, appointments, and call-backs where appropriate. Managing key dates within the firms central diary and monitoring deadlines to ensure important matters are not missed. File management including opening new files, conducting conflict checks, maintaining organised records, and closing files when matters conclude. Ensuring all work is carried out in accordance with firm policies, procedures, and profes...

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