Private Client Legal Secretary
- Recruiter
- G2 Legal Limited
- Location
- Wallingford
- Salary
- £23000 - £26000 per annum, Benefits: Benefits Package
- Posted
- 14 Sep 2022
- Closes
- 12 Oct 2022
- Ref
- 1282618-3-GW-37
- Contact
- Gayle Woolf
- Job Title
- Legal Secretary
- Practice Area
- Private Client, Trusts/Investments/Funds, Wills & Probate
- Contract Type
- Permanent
- Hours
- Full Time
Private Client Legal Secretary
Our client is a recognised full-service law firm based in Wallingford. The practice is seeking to appoint an experienced Legal Secretary to support the Private client team.
The current team consists of two experienced Private Client, Wills & Probate fee earners.
The department deals with an array of clients, including high-net-worth individuals, with the drafting of complex and simple wills, tax planning and its related advice, lasting powers of attorney and court of protection work, to include the administration of estates and trusts.
Your role will involve general administration work to ensure the team operates smoothly and efficiently.
You will ideally have the following skills:
To apply with your CV, please email Gayle Woolf at G2 Legal or give her a call.
Our client is a recognised full-service law firm based in Wallingford. The practice is seeking to appoint an experienced Legal Secretary to support the Private client team.
The current team consists of two experienced Private Client, Wills & Probate fee earners.
The department deals with an array of clients, including high-net-worth individuals, with the drafting of complex and simple wills, tax planning and its related advice, lasting powers of attorney and court of protection work, to include the administration of estates and trusts.
Your role will involve general administration work to ensure the team operates smoothly and efficiently.
You will ideally have the following skills:
- Dictation/audio typing
- Completing simple Lasting Powers of Attorney documents
- Administration tasks: diary management/emails/document management
- Very proficient in Word
- Some basic accounting administration, invoicing using templates
- Excel spreadsheets and formulas
- Opening new files, filing, photocopying, cheque requests, capturing, closing, and archiving of files, running monthly bills, and diarising payments thereof, DX & post preparation
- Meeting with clients face to face to help administer and progress private client matters as instructed by the supervising solicitor
- Meeting all due diligence and compliance requirements including those relating to ID, letters of engagement, conflict check and AML regulations
To apply with your CV, please email Gayle Woolf at G2 Legal or give her a call.