A fantastic opportunity has arisen for an experienced Secretary to join a busy Private Client team, providing professional and well-organised secretarial support. This role is ideal for someone with strong experience in Private Client work who enjoys delivering high-quality administrative assistance in a fast-paced legal environment. This is not a trainee or progression-focused role; we are looking for someone who is committed to the secretarial and support side of Private Client work.
Key Responsibilities:
Document Production & File Management
* Prepare, format, and amend a wide range of Private Client documents, including Wills, LPAs, probate forms, trust paperwork, and general correspondence.
* Produce accurate and well-presented documentation from digital dictation and handwritten notes.
* Maintain organised and compliant client files, ensuring all records, forms, and documents are kept up to date.
* Assist with preparing bundles, scanning, filing, and archiving matter files.
Secretarial & Administrative Support
* Provide proactive diary and email management for fee-earners, scheduling meetings, calls, and client appointments.
* Handle incoming calls and enquiries professionally, ensuring messages are passed on promptly.
* Support with file opening and closure, conflict checks, billing preparation, and matter administration.
* Coordinate client meetings, prepare agendas, and ensure fee-earners are fully briefed.
Private Client Work Assistance
* Assist with routine estate administration tasks such as drafting schedules, chasing third parties, and collecting information.
* Help prepare standard Private Client documentation using established templates (under supervision).
* Liaise with clients, financial institutions, and other professionals where required.
* Support the team with onboarding processes, including preparing KYC and engagement paperwork.
Skills & Experience Required:
* Previous legal secretarial experience within a Private Client department is essential.
* Strong document production skills with excellent accuracy, grammar, and attention to detail.
* Confident working with dictation, document management systems, and legal case management software.
* Highly organised, able to manage multiple deadlines, and comfortable supporting several fee-earners.
* Professional communication skills, with the ability to handle confidential matters with discretion.
* A calm, proactive approach and confidence liaising with clients, including high-net-worth individuals.
Ideal Candidate
* Someone who enjoys a busy and varied secretarial role within Private Client work.
* Reliable, organised, and committed to delivering excellent support to fee-earners and clients.
* Comfortable taking ownership of administrative tasks and maintaining high standards of accuracy.
* Looking for a long-term role within a supportive legal team rather than a pathway to qualification.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Secretary - Apply now