Senior Legal Secretary

4 weeks ago


Bath, Bath and North East Somerset, United Kingdom The Strategic Partner Ltd Full time

Job Title: Senior Legal Secretary

Job Summary: We are seeking a highly organized and detail-oriented Senior Legal Secretary to join our team at The Strategic Partner Ltd.

Key Responsibilities:

  • Provide administrative support to the Wills and Probate team, including sending questionnaire forms to clients, dealing with telephone enquiries, and file opening.
  • Liaise with clients to make appointments and ensure compliance with Anti-Money Laundering (AML) requirements.
  • Deal with incoming post, filing, and post matching, as well as renaming scanned documents and placing them in the case management system.
  • Prepare fee notes and financial statements, including pro forma, interim, and final bills.
  • Typing attendance notes and file notes, and general organization of the office.
  • Chase up clients and prepare fundsflows for incoming monies on all files.
  • Set up payments, obtain quotations from third parties, and set up payment of invoices if needed.
  • Amend draft wills with minor amendments and refer back to team leaders.
  • Sending draft wills to clients by post or email, engrossing wills, and sending them by post to clients with instructions for signing or attending clients at the office for will signing.
  • Keep the case management system up to date, including contacts, executors, beneficiaries, donors, and attorneys.
  • Draft, engross, and send LPAs to the Office of the Public Guardian, and close files/sending documents to storage.

Requirements: To be successful in this role, you will need to have excellent organizational and communication skills, as well as the ability to work accurately and efficiently in a fast-paced environment.

What We Offer: In return for your hard work and dedication, we offer a competitive salary, contributory pension scheme, and 20 days' annual holiday plus public holidays and Christmas closing.



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