Job Details

Attention all Legal Secretaries! We are seeking a Legal Secretary to join our busy Private Client Department. This role will be working alongside our Solicitors dealing with Wills, Probate, Lasting Powers Attorney, Deputyship Applications, Management of Affairs, Trust and Estate matters.

Your day to day duties will include but are not limited to:

• Opening, filing and closing/archiving of files to ensure that files are kept up to date.
• Directly liaising with clients and others with whom you are in contact during the course of a matter.
• Handling telephone enquiries and directing accordingly.
• Providing full secretarial support including taking instructions from a digital dictation system, to produce correspondence and other documentation related to Private Client matters, preparing correspondence, documents, emails and invoicing under Solicitor's direction.
• Working on Land Registry Portal applying for Office Copies and carrying out Bankruptcy Searches.
• Scanning/photocopying.
• Able to keep Solicitors regularly updated with progress and assignment.
• Arranging payments such as regular beneficiary payments, capital distributions, settlement of tax liabilities etc.
• Make appointments, arrange meetings and maintain an up-to-date diary for Solicitors.

Desired skills and experience:

• IT literate – Microsoft Word / Excel / Outlook 
• Experience of using case management software is desirable
• Strong communication skills both written and verbal
• High level of attention to detail
• Strong organisational skills
• Flexible
• Friendly and professional attitude 

If you are interested in this role, please apply today or email your CV directly to clb@wdavies.com.