Private Client Legal Secretary (Wills, Probate, LPA)
LOCATION : EAST SURREY
Role Overview:
The Private Client Legal Secretary will provide essential administrative support to fee-earners and legal advisors within the Private Client Department. The focus will be on Wills, Probate, and LPA matters. The successful candidate will play a crucial role in ensuring the smooth operation of the department.
Key Responsibilities:
- Audio Typing and Document Preparation:
- Transcribe audio dictations related to Wills, Inheritance Tax Accounts, and LPAs.
- Draft and prepare legal documents, including Wills and other probate-related paperwork.
- Client Communication:
- Liaise with clients and third-party professionals via phone and email.
- Handle client inquiries and provide excellent customer service.
- General Administration:
- Organize and manage diaries for fee-earners.
- Assist with photocopying, printing, scanning, and courier coordination.
- Support for Legal Advisors:
- Provide administrative assistance to legal advisors across multiple offices (if required due to holidays).
- Collaborate with fee-earners, trainees, and paralegals on caseloads.
Qualifications and Experience:
- Minimum of 3 years solid experience working within a Private Client, Wills, and Probate team.
- Working knowledge of Probate, Wills, and LPA processes.
- Familiarity with legal software (eg, Isokon probate software) is desirable.
- Excellent communication skills, both written and verbal.
- Confidence in handling client interactions