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Secretary

London
Secretary
£35,000 - £40,000 a year
Posted: 29 November
Offer description

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

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