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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
Immediate Interviews! Are you an organized and detail-oriented individual with a passion for the legal field? If so, we have an exciting opportunity for you to become a key member of one of our best clients, as a Private Client Legal Secretary! The Role: As a Private Client Legal Secretary, you will play a vital role in supporting their distinguished team of solicitors. Your day-to-day responsibilities will involve managing administrative tasks, organizing client documentation, and ensuring seamless communication between the legal team and clients. You will be the backbone of their operations, ensuring the efficiency and effectiveness of their private client department. Key Responsibilities: Efficiently manage the solicitors' diaries, scheduling appointments, and organizing meetings with clients. Prepare and draft legal documents, including wills, trusts, and powers of attorney. Maintain client files with utmost accuracy, ensuring compliance with data protection regulations. Handle incoming phone calls, emails, and correspondence with a courteous and professional demeanor. Assist in client onboarding procedures and conflict checks. Undertake financial administration tasks, such as billing and invoicing. Collaborate with the wider legal team to support the smooth running of the department. Requirements: Proven experience as a legal secretary, with a focus on private client law. Exceptional organizational and time management skills. Impeccable attention to detail and the ability to handle sensitive and confidential information. Proficiency in legal document drafting and strong IT skills. Outstanding communication and interpersonal abilities. A professional and personable approach with the ability to build strong client relationships. A team player with a proactive attitude and a willingness to take initiative. If you are ready to take the next step in your legal career and join a prestigious firm that values its employees and clients, please apply now for immediate consideraiton