Private Client Legal Secretary

Private Client Legal Secretary

Our client is a recognised full-service law firm based in Wallingford. The practice is seeking to appoint an experienced Legal Secretary to support the Private client team. 

The current team consists of two experienced Private Client, Wills & Probate fee earners. 

The department deals with an array of clients, including high-net-worth individuals, with the drafting of complex and simple wills, tax planning and its related advice, lasting powers of attorney and court of protection work, to include the administration of estates and trusts.

Your role will involve general administration work to ensure the team operates smoothly and efficiently.

You will ideally have the following skills:

- Dictation/audio typing
- Completing simple Lasting Powers of Attorney documents
- Administration tasks: diary management/emails/document management
- Very proficient in Word
- Some basic accounting administration, invoicing using templates
- Excel spreadsheets and formulas

Your duties will include:

- Opening new files, filing, photocopying, cheque requests, capturing, closing, and archiving of files, running monthly bills, and diarising payments thereof, DX & post preparation
- Meeting with clients face to face to help administer and progress private client matters as instructed by the supervising solicitor
- Meeting all due diligence and compliance requirements including those relating to ID, letters of engagement, conflict check and AML regulations

Ideally you will have a commercial legal background and excellent secretarial and administrative skills to include a good knowledge of using Excel. You must be accurate, well organised, approachable, confidential and flexible. Typing speed 70 WPM. 

To apply with your CV, please email Gayle Woolf at G2 Legal or give her a call.

More information

For more information about this role and to apply, please contact Gayle Woolf at G2 Legal on 01273 289000 or forward an up to date copy of your CV.

PQE, years of experience and salary levels are shown purely as a guide. We will consider applications from candidates that can demonstrate the skills or experience required for this role.

Job reference: 1282618-3-GW-37

Company Benefits

  • a
    25 days holiday per annum
  • c
    Company Pension Scheme
  • e
    Critical Illness and Private Medical Insurance
  • l
    Free/Subsidised Legal Services
  • u
    Eye Care

Apply for Private Client Legal Secretary

Reference: 1282618-3-GW-37 | Location: Wallingford

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