Legal Secretary Private Client | Bath | Excellent Opportunity

Overview

TSR Legal are proud to be working with a highly regarded South West law firm who are now seeking an experienced Legal Secretary to join their busy Private Client team in Bath. This is a fantastic opportunity to provide vital administrative and secretarial support to a well-established and friendly department specialising in wills, probate, estates, trusts, and elderly client matters.

Key Responsibilities

As a Legal Secretary, you will play a key role in supporting fee earners and ensuring a smooth workflow across the team. Your responsibilities will include:

Opening new client files and assisting with compliance including conflict checks, ID verification and AML procedures
Preparing, amending and formatting legal documents including wills, LPAs, and estate administration paperwork
Managing diaries, scheduling client appointments, and booking meeting rooms
Organising virtual and in-person meetings with clients and third parties
Liaising with clients, beneficiaries, financial institutions, and HMRC
Providing support with post-completion documentation and handling archived file queries
Maintaining accurate digital filing and record keeping
Handling confidential matters with professionalism and discretion
Assisting fee earners in progressing matters by being a proactive and reliable team player

Key Skills and Attributes

Previous experience as a Legal Secretary or Legal Assistant within a Private Client or similar legal team
Exceptional attention to detail and accuracy in document production
Strong administrative and organisational skills
Confident communicator with excellent client care abilities
Proficient in Microsoft Office and legal case management systems
Able to work independently, use initiative, and prioritise a varied workload
A discreet and professional manner when dealing with sensitive and confidential information

Why Apply?

This is a superb opportunity to join a reputable firm that values teamwork, career development, and long-term growth. The role offers a friendly working environment, a high-quality client base, and the chance to be part of a supportive Private Client department.

Contact Rachel Phillips, Associate Director in confidence on 02920 388100.