Job Description
Legal Secretary Private Client | Bath | Excellent Opportunity
Overview
TSR Legal are proud to be working with a highly regarded South West law firm who are now seeking an experienced Legal Secretary to join their busy Private Client team in Bath. This is a fantastic opportunity to provide vital administrative and secretarial support to a well-established and friendly department specialising in wills, probate, estates, trusts, and elderly client matters.
Key Responsibilities
As a Legal Secretary, you will play a key role in supporting fee earners and ensuring a smooth workflow across the team. Your responsibilities will include:
1. Opening new client files and assisting with compliance including conflict checks, ID verification and AML procedures
2. Preparing, amending and formatting legal documents including wills, LPAs, and estate administration paperwork
3. Managing diaries, scheduling client appointments, and booking meeting rooms
4. Organising virtual and in-person meetings with clients and third parties
5. Liaising with clients, beneficiaries, financial institutions, and HMRC
6. Providing support with post-completion documentation and handling archived file queries
7. Maintaining accurate digital filing and record keeping
8. Handling confidential matters with professionalism and discretion
9. Assisting fee earners in...