This job is no longer available
This job expired on 27/09/2026. It no longer accepts applications.
Private Client Legal Secretary – up to £27k
The Legists
Job description
About the role
The Private Client team is seeking a Legal Secretary to provide comprehensive administrative support to three fee earners. You will help keep the department running smoothly on a day‑to‑day basis while delivering high‑quality client service.
Key responsibilities
- Audio and copy‑type legal documents, including wills, lasting powers of attorney (LPAs), probate applications and inheritance tax forms.
- Prepare estate accounts, draft codicils and manage probate administration tasks.
- Maintain diaries, assist with billing, and organise file management systems.
- Liaise with clients, beneficiaries, financial institutions and third parties, handling enquiries and onboarding new clients.
- Conduct AML checks and ensure all correspondence and filing systems are accurate and compliant.
Required profile
- Previous experience as a Legal Secretary within a Private Client environment.
- Strong organisational and communication abilities with fast, accurate typing skills.
- Experience preparing wills, LPAs, codicils, estate accounts and handling inheritance tax procedures is advantageous.
Required skills
- Audio and copy typing of legal documents.
- Preparation of wills, LPAs, probate applications and inheritance tax forms.
- Diary and billing administration.
- Client liaison and AML compliance.
What we offer
- A varied workload within a busy Private Client department.
- A friendly, supportive team and opportunities for professional development.
- Competitive salary up to £27,000 per year.
- A comprehensive benefits package.
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