At a Glance
- Tasks: Provide top-notch support to solicitors in a busy Private Client team.
- Company: Join a reputable law firm in Chelmsford with a focus on client service.
- Benefits: Full-time, permanent position with opportunities for growth and development.
- Other info: Enjoy a supportive work environment with a focus on professional excellence.
- Why this job: Be part of a dynamic team making a real difference in clients' lives.
- Qualifications: Experience in a Private Client department is a plus; strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Location: Chelmsford, Essex
Department: Private Client
Position: Full-Time, Permanent
About the Role
We are seeking an experienced and highly organised Legal Secretary to join our busy Private Client team in Chelmsford. This is an excellent opportunity for a proactive individual who enjoys providing exceptional support to fee earners while delivering outstanding client service. The successful candidate will play a key role in ensuring the efficient day-to-day operation of the department, supporting solicitors with a broad range of Private Client matters including Wills, Probate, Lasting Powers of Attorney (LPAs), Trusts, and Estate Administration. Previous experience within a Private Client department is highly desirable.
Key Responsibilities
- Provide comprehensive secretarial and administrative support to one or more fee earners.
- Prepare, amend, proofread and format legal documentation and correspondence.
- Audio typing and digital dictation using case management systems.
- Draft routine correspondence and legal documents including:
- Wills
- Lasting Powers of Attorney
- Probate documentation
- Estate accounts
- Trust documentation
- Open, maintain and close client files in accordance with firm procedures.
- Manage fee earners' diaries, appointments, meetings and travel arrangements.
- Handle incoming telephone calls and emails professionally, taking accurate messages where required.
- Liaise with clients, beneficiaries, financial institutions, HMRC, the Probate Registry and other third parties.
- Carry out client onboarding procedures, including ID verification and Anti-Money Laundering (AML) checks.
- Prepare bills, process expenses and assist with file management and archiving.
- Ensure all work is completed accurately and within required timescales.
- Maintain strict confidentiality and comply with the firm's policies and regulatory requirements.
Legal Secretary (Private Client) in Essex employer: A1 Personnel
A1 Personnel is an excellent employer that values professionalism and client-focused service, offering a supportive work culture in the heart of Witham. Employees benefit from ongoing training and development opportunities, ensuring personal and professional growth while being part of a dynamic team dedicated to delivering exceptional legal support. The company's commitment to employee well-being and a collaborative environment makes it a rewarding place to build a career in the legal sector.
