Legal Secretary Private Client

Our client is looking for a Legal secretary within the private client team

Client Details

A leading firm

Description

• Prepare, draft, and format legal documents such as wills, trusts, powers of attorney, and court forms in accordance with firm standards and Scottish legal requirements.

• Manage diaries, appointments, and meetings for solicitors, liaising with clients, executors, and third parties professionally and promptly.

• Maintain accurate and up-to-date client files and records, both electronically and in hard copy.

• Handle incoming and outgoing correspondence including letters, emails, and phone calls, ensuring timely and professional responses.

• Assist with billing and fee notes preparation and manage client invoicing processes.

• Liaise with clients, beneficiaries, executors, and third-party organisations such as the Registers of Scotland, banks, and accountants.

• Coordinate the administration of estates, including filing tax returns and applying for confirmation (probate).

• Maintain confidentiality and comply with data protection regulations at all times.

• Support solicitors with research and case management as required.

• Keep up-to-date with changes in legislation affecting private client work in Scotland.

Profile

• Proven experience as a legal secretary or personal assistant, preferably within private client or family law departments.

• Knowledge of Scottish private client law, including wills, executries, trusts, and powers of attorney.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal case management software.

• Strong organisational skills with attention to detail and ability to manage multiple tasks simultaneously.

• Professional, client-focused attitude with excellent interpersonal skills.

• Ability to work under pressure and meet deadlines.

Job Offer

A great firm and environment to work in