Wills & Probate Legal Secretary

Reference

DDI/AR/059119

Sector

Legal

Salary

Competitive

Town/City

Feltham

Contract Type

Permanent

Closing Date

01/09/2022

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Wills & Probate Legal Secretary

Location: Feltham, Middlesex, TW13

Salary: Competitive

Full Time (Part -Time would be considered)

An exciting opportunity to join our client's law firm as a Wills and Probate Legal Secretary to one of the Partners. The Legal Secretary reports directly into the Wills and Probate Partner. The company was founded over 100 years ago and provides a friendly and professional service to their clients.  They have a strong presence and links to the local community, providing the service of a London law firm at local prices.  They have a broad client base, which includes individuals, small and large businesses, and professionals in various sectors. 

As a Wills and Probate Legal Secretary, you will possess significant experience in a similar role.

The Role:

Key responsibilities of a Wills and Probate Legal Secretary includes:

  • Typing up dictation as well as editing, proofing, and formatting documents
  • Managing all new client documentation and the administration of opening and closing files
  • Maintaining an effective and ordered filing system for allocated cases
  • Preparing of client invoicing and managing banking slips
  • Assisting clients with updates when Partner is not available
  • Processing incoming and outgoing e-mail, mail etc
  • Ensure compliance with professional standards and the firm’s policies in general
  • Managing a busy work diary
  • Copying, scanning and filing, both electronically and manually
  • Covering reception on a rota basis during lunch hours.
  • Dealing with a busy caseload

Skills/ Experience and Competencies:

The Ideal Will and Probate Legal secretary:-

  • Must have significant experience in a similar Legal Secretary role with an understanding of Wills, Probate, LPA’s and taxation.
  • Extensive experience as a Legal Secretary with an understanding of a Private Client department.
  • Experience and knowledge of case management system - Proclaim
  • Excellent written and verbal communication skills
  • Ability to establish and maintain good client relationships, both internally and externally at all levels
  • Competence in Microsoft Office products
  • Calm, confident manner and ability to handle potentially uncomfortable conversations
  • Good attention to detail
  • The ability to work under pressure and to deadlines

The Benefits:

In return for your commitment, you would be offered -

  • A Competitive salary
  • 28 days holiday in total each year. Including one day’s holiday on your birthday, and four days holiday over Christmas and New Year. The office is closed on Christmas Eve and re opens on the first working day of the New Year. In addition, you will be entitled to eight bank holidays each year
  • Pension scheme.

In line with the Asylum and Immigration Act, all applicants must be eligible to live and work in the UK. As part of the recruitment process, you will be asked to provide documented evidence of eligibility.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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