Legal Secretary / Assistant Private Client

Legal Secretary / Assistant (Private Client)

Location: Lewes, East Sussex

Salary: Up to £25k pro rata + Excellent Benefits

Part-Time, Permanent, 9am - 5pm, 3 days per week

The Client:

Our client is a well-established legal firm, specialising in residential and commercial conveyancing, as well as offering services in wills and lasting powers of attorney.

The Role:

As a Legal Secretary / Assistant in private client department,you willperform general secretarial duties, including answering phone calls, reception duties, meeting and greeting clients.

Responsibilities:

• Opening files and keeping files, records, and databases up to date.
• Organising appointments and managing calendars for various staff members.
• Creating and distributing correspondence, memos, and reports.
• Assisting with data entry and ensuring records are accurate.
• Managing incoming and outgoing mail and packages.
• Offering administrative support to facilitate smooth office operations.

Requirements:

Essential:

• Previously worked as a Legal Secretary, Legal Assistant or in a similar role.
• Must have experience working in a private client department.
• Experience in probate matters, specifically in applying for a Grant of Probate and completing Inheritance Tax forms.
• Familiarity with digital systems for record-keeping and data management.
• Ability in drafting wills, lasting power of attorney and estate administration.
• Skilled in using Google Suite for email, calendar management, and document creation.
• Excellent telephone etiquette, professional communication skills, and strong organisational skills.
• Ability to work independently and audio typing skills.

Desirable:

• At least 3 years of administrative experience in a private client department.
• Experience with a case management system, training will be provided.
• GCSE or equivalent qualifications.

Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

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Keywords: Private Client Secretary, Legal Secretary, Legal Assistant, Private Client, Legal Admin, Secretary