Legal Secretary (Private Client)
Leatherhead, Surrey
Monday - Friday 37.5 hours per week (Would consider 30 hours per week)
£24,000 - £28,000 depending on experience
Reed Epsom have partnered with a prestigious law firm based in Leatherhead, Surrey who are recruiting a Legal Secretary/Assistant to join their Private Client team. The role will be to assist two solicitors and a trainee/newly qualified solicitor. Our client specialises in the areas of property and private client advice.
This role requires an individual with a positives and friendly attitude, attention to detail and good IT skills. Able to inspire confidence and to project and positive image for the firm.
Desirable skills & Experience:
- Fast , accurate typing ideally using digital audio systems.
- Flawless attention to detail
- 3 years experience in wills, trusts, lasting powers of attorney, probate and estate administration, tax planning (inheritance tax and capital gains tax) and working with elderly or vulnerable clients.
- CILEX Legal secretary diploma.
Day to day requirements of the role:
- Supervised drafting (wills, lasting powers of attorney, estate accounts, inheritance tax returns, court applications, asset closure and transfer forms)
- Secretarial support including producing correspondence and attendance notes, preparing invoices, electronic filing, maintaining document registers, processing post, scanning and photocopying, dictation.
- Monitor progress of matters and follow u0p by phone and email where necessary.
- Answer the phone, log calls, transfer calls, take messages and taking payments
- File openings and closing including AML and source of funds procedures
- Make appointments, maintain diary, meet/greet clients.