Private Client Secretary

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Job Description

Private Client Legal Secretary

Our client a well-established highly regarded law firm in the heart of Chelmsford, providing a first class service to people and businesses throughout Essex. Are recruiting for an experienced Private Client Legal secretary to join their successful Private Client Team based in Chelmsford on a full or part time basis.

As a Private Client Legal Secretary you will provide secretarial support to one or more solicitors. Ideally you will possess recent Private Client experience although secretaries from other area’s of law will also be considered.


The Role

• Providing full secretarial support to one or more solicitors
• Using digital dictation system to produce correspondence related to private client maters
• Complex Diary management , taking minutes at team meetings
• Meeting with clients to witness execution of client’s wills/documents
• Drafting basic Wills, LPA’s and court of protection applications
• Knowledge of IHT forms , Estate Accounts and Grant of probate desirable
• Production of attendance notes
• Set up and administration of trusts
• Court of Protection/ Deputyship
• Dealing with High Net worth clients
• Preparation of correspondence and complex legal documents
• File and case management , bill preparation


The Candidate

• You will be an experienced Private Client Legal Secretary although Legal Secretaries from other legal disciplines will also be considered
• Fast and accurate typing skills including digital audio systems
• Experience with case management systems
• Strong IT Skills including Microsoft Word, Excel ,Outlook
• Excellent communication skills as you will be dealing with high net worth clients
• You will be a strong team player
• Good attention to detail
• Organised and able to priorities your workload
• Pleasant working environment
• Hours 9am- 5.30pm Monday to Friday both Full and Part Time considered if part time 3- 4 days per week.

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