Location: Moreton-in-Marsh (Office-Based)
Salary: Competitive, based on experience
Hours: Full-Time, 35 hours per week
On behalf of our client, a highly regarded firm based in Moreton-in-Marsh, we are seeking an experienced Private Client Secretary to fill a newly opened vacancy. This is a fantastic opportunity for a dedicated professional to join a stable, supportive team in a full-time, office-based capacity.
The Role
The successful candidate will provide comprehensive secretarial and administrative support to the Private Client department. The role requires a high degree of multitasking and the ability to handle sensitive client matters with the utmost professionalism.
Key responsibilities include:
Preparing and processing legal documents, including Wills, Lasting Powers of Attorney, and Probate documentation.
Serving as a primary point of contact for clients, handling enquiries with empathy and maintaining the firm’s high standards of service.
Organising meetings, managing fee-earner schedules, and ensuring all key deadlines are monitored.
Overseeing the full lifecycle of client files, ensuring compliance with AML (Anti-Money Laundering) and data protection regulations.
Utilising digital dictation to produce accurate correspondence and legal forms.
The Ideal Candidate
Our client is looking for an individual who possesses:
Previous experience working within a Private Client or legal environment is essential.
Proficiency in Microsoft Office and experience with legal case management software.
An excellent telephone manner and the ability to communicate clearly with a diverse range of clients.
A methodical approach to work, with strong attention to detail and the ability to work effectively under pressure.
The ability to work from the Moreton-in-Marsh office on a full-time basis.
About the Firm
Our client offers a professional and welcoming working environment. They value their staff and provide a consistent 35-hour working week, allowing for a healthy work-life balance within a prestigious local firm.
If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV. As champions of diversity and inclusion in the workplace, THOMAS Professional commit to reviewing applications we receive with complete fairness and equality.
At THOMAS Professional, we are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we’ll be happy to accommodate your needs.
THOMAS Professional is acting as an agency on behalf of the client for this position.
THOMAS Professional is proud to be a corporate member of the REC, the recruitment industry's leading professional body