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- Tasks: Support solicitors in probate and estate administration, ensuring smooth progress of cases.
- Company: Join a supportive and collaborative Private Wealth team.
- Benefits: Gain valuable experience in a meaningful role with career development opportunities.
- Why this job: Make a real difference in clients' lives during sensitive times.
- Qualifications: Previous legal secretary experience, strong IT skills, and a client-focused approach.
- Other info: Ideal for organised individuals who thrive in a detail-oriented environment.
The predicted salary is between 30000 - 42000 £ per year.
We are looking for an experienced Legal Secretary to join our Estates team, supporting fee earners on probate and estate administration matters. This is a varied and detail-focused role, ideal for someone who enjoys providing high-quality support while working closely with clients during sensitive and often emotional times.
The role
You will play a key part in ensuring probate and estate administration matters progress smoothly, providing proactive administrative and legal support to solicitors and acting as a professional point of contact for clients, executors and beneficiaries.
Key responsibilities
- Providing comprehensive diary management for fee earners, including arranging meetings, calls and travel.
- Acting as a first point of contact for clients, executors and beneficiaries, handling calls and correspondence with professionalism and discretion.
- Liaising with third parties including HMRC, the Probate Registry, banks and the Land Registry.
- Drafting standard correspondence, letters of authority and completing closure and encashment forms.
- Preparing and processing accounts documentation, including payment and receipt forms, and assisting with basic estate financial administration.
- Opening and closing probate files in line with firm procedures and regulatory requirements.
- Collating and maintaining accurate client, beneficiary and estate information, including bank details and identification documentation.
- Logging and tracking key documents such as wills and Grants of Probate, and managing key dates throughout the estate administration process.
- Conducting bankruptcy searches and supporting due diligence requirements.
- Uploading and managing documents using HighQ or similar document management systems.
- Maintaining Excel spreadsheets, including estate account updates and tracking information.
- Supporting fee earners with meeting preparation, document collation and business development activity where required.
About you
You will have previous experience as a legal secretary, ideally within private client or probate work. You are confident dealing with clients and third parties and understand the importance of sensitivity and confidentiality. You are highly organised, accurate and comfortable managing multiple priorities. You have strong IT skills, including Word and Excel, and are confident producing correspondence and spreadsheets. You are a team player with a calm, professional approach and a strong client-service ethos.
Why join us
You’ll be part of a supportive and collaborative Private Wealth team, working on high-quality probate and estate administration matters and providing meaningful support to clients at important times in their lives.
Legal Secretary- Estates employer: Cripps
Contact Detail:
Cripps Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Secretary- Estates
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field and let them know you're on the hunt for a Legal Secretary role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of probate and estate administration. Familiarise yourself with common processes and terminology so you can impress the interviewers with your expertise and confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple priorities in previous roles. This will demonstrate that you're the perfect fit for the detail-focused nature of the Legal Secretary position.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our supportive environment.
We think you need these skills to ace Legal Secretary- Estates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Legal Secretary role. Highlight your experience in probate and estate administration, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting clients during sensitive times and how your previous experience makes you the perfect fit for our Estates team.
Showcase Your IT Skills: Since strong IT skills are key for this role, mention your proficiency with Word, Excel, and any document management systems you’ve used. We want to see that you can handle the tech side of things with ease!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Cripps
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Legal Secretary in Estates. Familiarise yourself with probate and estate administration processes, as well as the key tasks mentioned in the job description. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Legal Secretary, you'll be the first point of contact for clients and third parties. During the interview, highlight your experience in handling sensitive conversations and maintaining professionalism. Share specific examples of how you've managed client interactions or resolved issues with discretion and empathy.
✨Demonstrate Your Organisational Prowess
This role requires excellent organisational skills, so be prepared to discuss how you manage multiple priorities. Bring up any tools or methods you use to stay organised, such as diary management techniques or document tracking systems. Showing that you can keep everything running smoothly will impress your interviewers.
✨Familiarise Yourself with Relevant Software
Since strong IT skills are essential, brush up on your knowledge of Word, Excel, and any document management systems like HighQ. If you have experience with these tools, be ready to discuss how you've used them in previous roles. This will reassure the interviewers that you can hit the ground running.
