Job Description

Private Client Legal Secretary

Our client a legal 500 recommended practice based in Colchester, are recruiting for an experienced Private Client Legal Secretary to join their busy Wills and Estate department. The company has ambitious plans to grow further over the next three years.

Operating an open- door policy, the firm has a strong commitment to personal and professional development. They offer a friendly and supportive working environment and good work/life balance .

If you\'re an experienced Private Client Legal Secretary we would like to hear from you.

The Role

• You will provide full secretarial support to two Solicitors
• Using digital dictation system to produce correspondence related to private client maters
• Diary keeping
• Meeting with clients to witness execution of client\'s wills/documents
• Drafting basic Wills, LPA\'s and court of protection applications
• Knowledge of IHT forms , Estate Accounts and Grant of probate desirable
• Production of attendance notes
• Set up and administration of trusts
• Court of Protection/ Deputyship
• Preparation of correspondence and complex legal documents
• File and case management , bill preparation
• Manage marketing data and liaising with the marketing team

• Ideally you will possess recent Private Client Legal experience, although other areas of law will also be considered
• A good standard of education at least O Level / GCSE
• Fast and accurate typing skills including digital audio systems
• Experience with case management systems
• Strong IT Skills including Microsoft Word, Excel ,Outlook
• Excellent communication skills and a sympathetic ear
• You will be a strong team player
• Good attention to detail
• Organised and able to priorities your workload

• Pleasant working environment
• 30 days annual leave per annum (Including Bank Holidays) an additional 3 days Annual Leave for Christmas closure
• Private Health and Pension scheme after probation period
• Friendly office environment
• Competitive salary

JS Legal Recruitment