Legal Secretary Wills and Estates

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Job Description

Legal Secretary Wills & Estates

JS Legal Recruitment are excited to be working with highly regarded law firm based in Colchester, our client a LEXCEL accredited and a Legal 500 recommended practice. Due to continued growth our client have a fantastic opportunity for an experienced Legal Secretary to join their Wills & Estates department on a full time basis.

The Team

The Wills and Estates team is well established the department offers a high quality service to its clients. Our client requires a confident, efficient experienced legal secretary to support a senior solicitor and director with a busy caseload.
Our client is seeking a team player with a driven and professional attitude, who is willing to go the extra mile for clients and colleagues. You should have significant and current experience working as a Legal Secretary, ideally within a private client department.

The Role

• You will provide support to a senior solicitor and director of the firm with a very busy caseload
• Prepare, format and proof read legal documents
• Manage and organise solicitor’s calendar including scheduling appointments and meetings
• Act as first point of contact for clients both on the phone and in person
• Arrange client meetings
• Prepare and manage legal documents such as Wills, Trusts, Powers of Attorney, and Estate Planning documents
• Assist with Billing , track and manage time entries for billable hours
• Assist in the preparation of probate applications and the administration od estates
• Manage compliance on all files via the case management system, including conflict checks and risk assessments, escalating them to the lawyer if required
• Conduct legal research

Skills Required

• Previous experience as a legal secretary in Private Client, Wills and Estates ,particularly in a fast-paced environment
• Proficient with Microsoft Office Suite, Audio, and document management system
• Strong organisational and time management skills, ability to prioritise and handle sensitive information with discretion

Benefits

• Competitive salary
• 22 days annual leave, plus Bank Holidays, with an additional 3 days for the Christmas to New Year closure
• Medical benefits scheme and Employee Assistance Program upon completion of probation period
• Sick pay policy
• Staff Pension scheme upon completion of probation period
• Friendly and social environment with Regular social events

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