At a Glance
- Tasks: Provide secretarial support for a dynamic team handling private wealth and succession matters.
- Company: Join a supportive legal firm focused on client care and professional growth.
- Benefits: Competitive salary, flexible working hours, and opportunities for career advancement.
- Other info: Work in a friendly environment with a focus on empathy and client support.
- Why this job: Make a difference by helping clients navigate complex and sensitive legal issues.
- Qualifications: Proven legal secretarial experience and strong document management skills required.
The predicted salary is between 30000 - 40000 £ per year.
Our Private Wealth & Succession lawyers provide specialist guidance to families, trustees, business owners and landowners in the UK and overseas. They also advise executors and beneficiaries of deceased estates. The team handles a varied and interesting mix of work, including wills, Lasting Powers of Attorney, trusts, estate administration and corporate structures in a private wealth context. They take a friendly, reassuring and practical approach, helping clients through matters that are often complex, personal or sensitive.
The Role
You’ll provide full secretarial and administrative support across the team, helping our lawyers manage a busy and interesting range of private wealth and succession work. Your role will include:
- Managing and preparing documents
- Supporting monthly billing
- Helping with credit management processes
- Producing financial information when needed
- Using case management systems to keep matters organised
- Supporting lawyers and clients in a professional, accurate and helpful way
What we’re looking for
You’ll need proven legal secretarial experience, strong document management skills and experience using case management systems, ideally P4W. Private client experience would be ideal, although experience in a similar area, such as family law, would also be useful. You’ll be organised, accurate and proactive, with the confidence to manage a busy workload. You’ll also be a clear communicator who can show empathy and understanding when supporting clients through difficult circumstances.
Private Wealth & Succession Legal Secretary - Calm, Client-Focused employer: Job Search Place Limited
Join our dynamic team in Bradford, where we pride ourselves on fostering a supportive and client-focused work culture. As a Private Wealth & Succession Legal Secretary, you'll benefit from ongoing professional development opportunities while working alongside experienced lawyers who are dedicated to providing exceptional service to clients during sensitive times. Our commitment to employee well-being and a collaborative environment makes us an excellent employer for those seeking meaningful and rewarding careers.
