Private Client Legal Secretary

Private Client Legal Secretary

Spalding, Lincolnshire

• Full Time
• Permanent/Office Based Role (No remote or Hybrid)
• Salary Dependent on Experience

Our client has a permanent vacancy for an experienced Legal Secretary to join their busy private client team.

The team offer a wide range of private client services including wills and trusts, inheritance tax planning, probate, powers of attorney and court of protection.

The successful candidate will enjoy working in a small but friendly and busy team.

The Role

1. Typing correspondence to clients, other firms of solicitors, accountants etc

2. Typing and completing complete legal documents including Wills, Trusts, Trusts, Powers of Attorney etc

3. Keeping an up-to-date diary for the Solicitors and fee-earners. Making appointments and organising and arranging meetings

4. Answer the telephone, taking messages and dealing with queries.

5. Deal with the post incoming and outgoing

6. Setting up new files, closing and archiving files and sending for storage

7. Dealing with accounts typing clients bills, completing timesheets, organising the raising of payments and expenses

8. Undertaking other admin duties including photocopying, filing etc

Skills / Experience

Excellent typing skills

Preferred experience of working within a legal environment

Excellent communication and client facing skills