Private Client Legal Secretary
1 week ago
**Private Client Legal Secretary (Trusts and Estates)**
**Cobham, Surrey**
**Full time, in the office**
**Very competitive salary**
This well-established, highly regarded law firm are seeking a Legal Secretary to join their busy Private Client department in their Cobham office. This role will be working along side two Senior Solicitors dealing with Trust and Estate matters.
You will be specifically working on Trusts and Estates with duties to include:
- Opening, closing and filing/archiving of files
- Directly liaising with clients and taking key information and personal data
- Handling telephone enquiries and directing accordingly
- Providing full secretarial support including taking instructions from a digital dictation system to produce correspondence and other documentation related to Private Client matters.
- Arranging trust payments such as regular beneficiary payments, capital distributions, settlement of tax liabilities
- Completion of forms relating to tax e.g., Inheritance Tax form
- Make appointments, arrange meetings and maintain an up-to-date diary for your fee earner
Desired skills and experience:
- Legal Secretary experience essential within Private Client of at least 2-3 years +.
- Fast, accurate typing ability, ideally using digital audio systems.
- Experience of using case management system.
- IT literate - Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.
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