Wills and Probate Legal Secretary

Ideal Personnel & Recruitment Solutions Limited
Bedfordshire, UK
Closing date
16 Oct 2020

View more

Contract Type
You need to sign in or create an account to save a job.
Our client has a temporary vacancy for a Wills and Probate Legal Secretary. This role is expected to last till December 2020.


It is a busy role providing support and assistance to a team of solicitors so this role requires a highly organised individual with the ability to multi-task, prioritise duties and remain calm under pressure. The ideal candidate will have excellent communication skills providing a professional service to clients whilst being compassionate when dealing with sensitive issues.


* Opening/closing/storage and retrieval of files in accordance with procedures to include performing all Money Laundering checks;

* Managing files and ensuring they remain in accordance with firm compliance;

* Audio typing/copy typing;

* Collate work received from the outsourcing company, including arranging enclosures so that it is ready to send out;

* Preparation of all documentation, ensuring it is accurate and set out in accordance with the firm's standards;

* Handling client queries, liaising with third parties and making file notes;

* Diary management for all of the fee earners, including booking meeting rooms;

* Make full use of the firm's Case Management System in conjunction with Word, Outlook and use of Land Registry Portal, Excel and other computer packages as appropriate;

* Ensuring all client details are kept up to date;

* Management of Wills and Deeds database;

* Preparation of files in readiness for archiving;

* Undertake administrative duties, such as photocopying, faxing, scanning including scanning Will files;

* Checking post and dealing with matters arising, when required;

* Maintain a tidy, organised workspace;

* Working as part of a team, assisting with reception cover as needed.

The appropriate candidate will have the following skills and attributes:

Secretarial experience working within the private client department of a law firm is preferable;

Understands the importance of providing high standards of client care and adopts this approach when handling a client's affairs and takes an interest in building and maintaining client relationships;

Excellent communication skills; provides a professional service whilst being compassionate when dealing with sensitive issues;

Demonstrates persistence and commitment to completing tasks and objectives;

Excellent written and verbal communication skills;

Fast typing speed with high levels of accuracy and attention to detail;

Excellent spelling and grammar;

Professional appearance;

Good knowledge of Outlook, Word, or equivalent with experience using Case Management systems;

Flexible and adaptable;

Outstanding organisational skills with the ability to prioritise;

Able to remain calm under pressure when dealing with a busy work load;

Understand the importance of confidentiality;

Able to use initiative and take a proactive approach;

Attentive with a positive attitude;

Reliable and dependable;

Due to the large number of responses we receive it is not always possible to respond to every application. We will only contact those candidates short-listed for this role. If you have not heard from us within 7 days please assume you have been unsuccessful on this occasion. If you wish to apply for further roles please do so. We will retain your details on file and contact you should a suitable vacancy become available
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert