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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.
