Legal Secretary Private Client

Our client has a permanent position for a Legal Secretary to join their Private Client team. The team compliments the firm’s commercial legal services offering by providing a complete solution to the firm’s clientele who consist primarily of Entrepreneurs, including company directors/shareholders and HNW individuals.

Whilst the priority of this role is to support the Private Client Team, this role will also be required to support other teams in situations where there is capacity. This supports their ethos of everyone helping and supporting each other.

The position is office based, full-time, Monday to Friday, 9.00 am to 5.00 pm (35 hours per week)

Dealing with:

• Assisting with Tax Planning, the preparation of Wills and Wealth Protection issues. Experience of handling HNW and complex matters would be an advantage.

• Lasting Powers of Attorney.

• Trusts, including knowledge of declarations of trust would be an advantage.

• Probate including taxable estates and those with a foreign element.

• Basic knowledge of Inheritance Tax.

Due to the nature of the work undertaken, it would be desirable to be able to demonstrate experience of the following:

a. Preparing Wills

b. Preparing Powers of Attorney

c. Simple Trust Administration

d. Administration of estates, including the preparation of estate accounts

e. Contentious Probate

• Experience of working within other practice areas such as Family, Residential Conveyancing and Dispute Resolution.

Requirements:

• Experience working in a private client team.

• The ability to assist with managing client correspondence including drafting letters, emails and legal documents as required under supervision. Therefore, good drafting and proof-reading skills are essential.

• Assist with file management, organising client documents and maintaining accurate records.

• Intermediate to advanced IT and online systems ability (Microsoft Office, legal industry specific document management systems, online portals/datarooms etc.)

• Practical and financial awareness.

• Confidence and ability to communicate at senior levels.

• Excellent interpersonal skills

• Team player able to fit into a friendly, busy team.

• Good organisational skills

• Ability to work to deadlines and under the pressure that comes with private client work.

Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so
Only candidates based in UK and eligible to work in UK are allowed