Job Description
Legal Secretary - Private Client
* Location: Edgware
* Role Type: Permanent, Full-time, Hybrid working after 6 months
* Salary: £28k - £35k per annum, dependent on experience
* Hours: 9:00 - 17:30
We are seeking a Legal Secretary to join our client's Private Client team, delivering the highest levels of service by providing secretarial and administrative support and assisting with matters including wills and probate, lasting powers of attorney, estate administration and trusts and tax planning.
. This role is essential in maintaining the smooth operation of their legal services and ensuring client satisfaction.
Day-to-day of the role:
* Scanning post & filing scanned docs to correct client matter. Giving hard copies to fee earner and filing when required
* Opening both electronic, and when required, paper files
* Preparing retainer letters and sending same
* Completing AML procedures
* Checking client bank account daily
* Booking/rescheduling appointments for fee earners
* Chasing clients for missing documents/responses
* Liaising with HMRC and HMCTS when required
* Answering telephone calls when receptionist and administrator are not available
* Dealing with out-going post as and when required
* Maintaining well-organised digital and physical files in line with firm protocols and data protection requirements
* Preparing and updating Probate Schedule spreadsheet
* Preparing and submitting Probate closure forms
* Preparing and maintaining fee earner file lists
* Drafting and filing applications for Probate or Letters of Administration with HMCTS and assisting with inheritance tax submissions to HMRC.
* Assisting in the preparation of estate accounts, letters to beneficiaries, and notifications to banks, HMRC, and other organisations.
* Communicating with banks, utility companies, pension providers, and other relevant institutions to obtain valuations and settle liabilities.
* Tracking estate finances including bank accounts, investments, debts, and expenses during administration.
* Coordinating with agents or clearance companies for property-related tasks.
* Acting as a point of contact for beneficiaries and executors, providing updates and responding to queries professionally and promptly.
Knowledge & Skills Required
* Adept at working with Microsoft Word and Excel packages and Outlook
* An understanding of Probate
* An understanding of Private Client work
* Writing and maintaining attendance notes
* Good telephone manner and communication skills
* Attention to detail and accuracy is essential
* Strong administrative and organisational skills
* High attention to detail and accuracy
* Ability to work independently and as part of a team
* Discretion and confidentiality in handling sensitive client matters
* Able to prioritise effectively, meet deadlines, and manage workload under pressure.
* Demonstrates initiative and a strong work ethic, with a willingness to take ownership of tasks.
Benefits:
* Competitive salary based on experience.
* Supportive team environment.
* 23 days holiday plus bank holidays
* Free parking in walking distance
To apply for this Legal Secretary position, please submit your CV detailing your relevant experience and why you are interested in this role.