Legal Secretary -Private Clients
- London
- £36,000 per year
- Permanent
- Full-time
- Scanning post & filing scanned docs to correct client matter. Giving hard copies to fee earner and filing when required
- Opening both electronic, and when required, paper files
- Preparing retainer letters and sending same
- Completing AML procedures
- Checking client bank account daily and preparing and filing yellows
- Booking/rescheduling appointments for fee earners
- Chasing clients for missing documents/responses
- Liaising with HMRC and HMCTS when required
- Answering telephone calls when receptionist and administrator are not available
- Dealing with out-going post as and when required
- Maintaining well-organised digital and physical files in line with firm protocols and data protection requirements
- Updating internal systems to reflect current case status, deadlines, and task.
- Meeting and Greeting visitors, as and when required (providing refreshment if required)
- Preparing and updating Probate Schedule spreadsheet
- Preparing and submitting Probate closure forms
- Preparing and maintaining fee earner file lists
- Assisting in the preparation of estate accounts, letters to beneficiaries, and notifications to banks, HMRC, and other organisations.
- Communicating with banks, utility companies, pension providers, and other relevant institutions to obtain valuations and settle liabilities.
- Tracking estate finances including bank accounts, investments, debts, and expenses during administration.
- Coordinating with agents or clearance companies for property-related tasks.
- Acting as a point of contact for beneficiaries and executors, providing updates and responding to queries professionally and promptly.
- Adept at working with Microsoft Word and Excel packages and Outlook
- Limited knowledge of Microsoft office and specific bespoke software
- Limited understanding of Probate - training may be required
- Limited understanding of Private Client work - training may be required
- Writing and maintaining attendance notes - training may be required
- Listening skills
- Good telephone manner
- Good communication skills
- Good writing skills
- Good organisations skills
- Be flexible
- Attention to detail and accuracy is essential
- Strong administrative and organisational skills
- High attention to detail and accuracy
- Ability to work independently and as part of a team
- Discretion and confidentiality in handling sensitive client matters
- Able to prioritise effectively, meet deadlines, and manage workload under pressure.
- Demonstrates initiative and a strong work ethic, with a willingness to take ownership of tasks.