Private Client

2 weeks ago


Weybridge, United Kingdom Bates Solicitors Full time

**Bates Solicitors** is the practice name of **Bates Solicitors Limited**, for their eight offices based in central London, Basingstoke, Fleet, Hartley Wintney, Hook, Leigh on Sea, Odiham and Weybridge.

About the Role

Bates Solicitors are looking for an experienced Legal Secretary to join our Private Client department in Hartley Wintney. Full training will be given in relation to our practices, procedures and systems.

The department deal with an array of matters including drafting of complex and simple wills and tax planning and its related advice, lasting powers of attorney, and court of protection work, to include the administration of estates and trusts.

**Skills/Experience**
- Experienced Private Client Legal Secretary. Full-time.
- Ability to prioritise work, function efficiently under pressure and remain calm and professional.
- Ability to work to set deadlines and produce accurate work.
- Ability and desire to deliver exceptional customer Service.
- Enthusiasm and a positive “can do” attitude.

**Duties include**:

- Taking and accurately recording client calls.
- Taking new client enquiries.
- Conflict, ID and AML checks.
- Opening new files.
- Audio typing
- Monthly billing.

**Helpful to have**:
Ideally you will have excellent secretarial and administrative skills to include a good knowledge of using Microsoft technology and case management systems. You must be accurate, well organised, approachable, confidential, and flexible. Salary will be competitive appropriate to experience.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00 per year

**Job Types**: Full-time, Permanent

**Salary**: £27,500.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Surrey, KT13 9UW: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: Private Client Secretary HW



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