Legal Secretary -Private Client

CV-Library • York, North Yorkshire • 3h ago

Legal Secretary - Private Client

Salary: Negotiable (DOE) Location: York City Centre Hours: Full-time, permanent

Full-time, Permanent Position

This is an excellent opportunity for an experienced and well organised Legal Secretary to join our client's Private Client team, supporting solicitors specialising in Probate and Estate Administration. You will play a key role in ensuring the smooth and efficient running of the department by providing high quality secretarial and administrative support, helping deliver an exceptional and sensitive service to our clients. They are seeking someone proactive, dependable, and professional, someone who can manage a busy and varied workload with accuracy, empathy, and discretion. You will be a vital part of the team, offering support across a range of tasks and helping to maintain the excellent standards that the clients expect.

The Key Responsibilities of the Legal Secretary:

Prepare legal documents, letters, forms, and other correspondence
Provide full secretarial support to fee earners within the Private Client team
Manage diaries, appointments, and schedules for solicitors
Prepare financial records and assist with the distribution of estate funds
Liaise with clients professionally, offering a supportive and empathetic approach
Handle inbound telephone enquiries and direct queries appropriately
Maintain accurate document and file management systems
Contribute to the smooth running and efficiency of the department

The Key Requirements of the Legal Secretary: Essential:
Previous experience as a Legal Secretary or Medical Secretary (highly desirable)
Excellent organisation and time management skills
Strong attention to detail and accuracy
Warm, professional communication style with empathy for clients in sensitive situations
Ability to manage a varied workload efficiently and proactively
Proficient in MS Office and confident using legal case management systems
Reliable, discreet, and committed to providing exceptional client care Desirable:
Experience supporting Probate and Estate Administration work
Understanding of Private Client procedures and documentation
Strong team working skills and a collaborative approach

The Successful Candidate Will Receive Excellent Benefits:
Team building activities, corporate volunteering, and wellbeing events
Office treat days, colleague of the month recognition, and annual Christmas party
Structured, funded, and supported professional training
Bonus scheme (subject to eligibility criteria)
Health & wellbeing benefits
Access to discounted legal services (eligibility criteria apply)
Enhanced annual leave
Long service awards
Cycle to Work scheme (eligibility criteria apply)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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