Legal Secretary

Private Client Legal Secretary (Wills, Probate, LPA)

LOCATION : EAST SURREY

Role Overview:

The Private Client Legal Secretary will provide essential administrative support to fee-earners and legal advisors within the Private Client Department. The focus will be on Wills, Probate, and LPA matters. The successful candidate will play a crucial role in ensuring the smooth operation of the department.

Key Responsibilities:

1. Audio Typing and Document Preparation:
   • Transcribe audio dictations related to Wills, Inheritance Tax Accounts, and LPAs.
   • Draft and prepare legal documents, including Wills and other probate-related paperwork.
2. Client Communication:
   • Liaise with clients and third-party professionals via phone and email.
   • Handle client inquiries and provide excellent customer service.
3. General Administration:
   • Organize and manage diaries for fee-earners.
   • Assist with photocopying, printing, scanning, and courier coordination.
4. Support for Legal Advisors:
   • Provide administrative assistance to legal advisors across multiple offices (if required due to holidays).
   • Collaborate with fee-earners, trainees, and paralegals on caseloads.

Qualifications and Experience:

• Minimum of 3 years solid experience working within a Private Client, Wills, and Probate team.
• Working knowledge of Probate, Wills, and LPA processes.
• Familiarity with legal software (e.g., Isokon probate software) is desirable.
• Excellent communication skills, both written and verbal.
• Confidence in handling client interactions