Experienced Legal Secretary – Private Client
Milton Keynes | Full-Time | Competitive Salary + Excellent Benefits
Are you an experienced Legal Secretary looking to join a busy and supportive Private Client team? We are recruiting on behalf of a well-established and respected law firm seeking an organised, proactive and client-focused individual to provide essential support to its Private Client department.
This is an excellent opportunity to work alongside experienced Solicitors, supporting a varied caseload including Wills, Probate, Trusts and Lasting Powers of Attorney (LPAs). You’ll enjoy meaningful client interaction, exposure to high-quality legal work and genuine opportunities for professional development.
The Role
- Manage incoming and outgoing correspondence, including telephone and email enquiries.
- Open, maintain and close client files in line with compliance and regulatory requirements.
- Coordinate diaries, appointments and meetings for fee earners.
- Prepare, amend and format legal documents including Wills, Trust documentation, Probate forms and LPAs.
- Assist with drafting engagement letters, attendance notes and other legal documents under supervision.
- Organise electronic and paper filing, ensuring accurate document management.
- Act as the first point of contact for clients, delivering exceptional service with professionalism and empathy.
- Arrange client meetings, witness signatures and support client onboarding.
- Liaise with banks, pension providers, HMCTS, the Office of the Public Guardian and other external organisations.
- Manage key dates, deadlines and reminders.
- Provide typing, audio typing and document production support.
- Maintain strict confidentiality while ensuring compliance with GDPR and SRA requirements.
About You
- Previous experience in a legal secretarial or administrative support role (Private Client experience is highly desirable).
- Excellent organisational skills and exceptional attention to detail.
- Strong communication and client care skills.
- The ability to prioritise workloads and work effectively in a fast-paced environment.
- Good working knowledge of Microsoft Office.
- Experience with digital dictation systems.
- Knowledge of Wills, Probate, Trusts or Lasting Powers of Attorney would be advantageous, but is not essential.
What’s on Offer
- Competitive salary.
- 25 days’ annual leave plus bank holidays.
- Private medical insurance.
- Ongoing training and career development.
- A supportive and collaborative working environment.
- The opportunity to join a modern, forward-thinking legal practice with an excellent reputation.
If you’re an experienced Legal Secretary looking to develop your career within a thriving Private Client team, we’d love to hear from you.
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