Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a specialist team with private client matters in tax and trusts.
- Company: Respected law firm in York with a strong reputation.
- Benefits: 25 days holiday, dynamic working, loyalty scheme, and employee discounts.
- Other info: Great opportunity for career development in a professional environment.
- Why this job: Join a supportive legal team and make a real impact on clients' lives.
- Qualifications: Experience as a Legal Secretary or in legal administration is essential.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced Legal Secretary in the York area looking for a new opportunity within a respected and well-established law firm? Would you like to work as a Legal Secretary within a Tax and Trusts department, supporting a specialist team with private client matters including trusts, probate, inheritance tax planning, wills, estate administration and lasting powers of attorney?
We are recruiting for a successful regional solicitors firm based in York, who are looking for a highly organised and proactive Legal Secretary to join their busy Private Client Tax and Trusts team. This is a fantastic opportunity for someone with previous experience as a Legal Secretary, Legal Assistant or Legal Administrator who enjoys working in a professional legal environment and supporting fee earners with high-quality secretarial and administrative support.
The role has become available due to continued growth within the department, and would suit someone who takes pride in delivering excellent client service, maintaining accuracy and keeping a busy legal team running smoothly.
What the Legal Secretary job involves:- Providing full secretarial and administrative support to fee earners working across tax, trusts, inheritance tax planning, probate and estate administration.
- Liaising with clients, trustees, beneficiaries, HMRC, the Probate Registry, the Office of the Public Guardian and other professional contacts.
- Supporting the team with documentation relating to trusts, probate, wills, powers of attorney and estate administration.
- Preparing and amending legal documents and correspondence.
- Using digital dictation.
- Managing diaries.
- Arranging meetings.
- Opening and maintaining client files.
- Ensuring all client information is handled accurately and confidentially.
This is a varied Legal Secretary role in York where attention to detail, discretion and strong organisation will be essential. You will be working with sensitive private client matters, so a professional, empathetic and client-focused approach is key.
Skills required:- Previous experience working as a Legal Secretary, Legal Assistant, Legal Administrator or Private Client Secretary, ideally within one or more of the following areas: Private Client, Tax and Trusts, Probate, Wills and Estates, Estate Administration, Inheritance Tax Planning, Lasting Powers of Attorney.
- Strong typing and document production skills.
- Excellent attention to detail and the ability to manage a busy workload.
- Good Microsoft Office skills are essential, and experience using a legal case management system would be an advantage.
- Confident communicating with clients and third parties.
- Highly organised and able to work calmly under pressure.
This role would suit someone who enjoys being part of a supportive legal team and who understands the importance of confidentiality, accuracy and excellent client care.
Other information:- 25 days holiday plus Bank Holidays.
- Dynamic working.
- Loyalty scheme.
- Employee discount scheme.
- Discounted legal fees.
- Supportive and professional working environment.
This is a great opportunity for an experienced Legal Secretary in York or someone with strong legal administration experience who is looking to develop their career within a specialist Tax and Trusts / Private Client department.
Legal Secretary - Tax and Trusts in Humber employer: KD Recruitment Limited
Contact Detail:
KD Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Secretary - Tax and Trusts in Humber
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in tax and trusts. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trusts, probate, and estate administration. We want you to feel confident discussing these topics, as they’re key to the role of a Legal Secretary in this department.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed busy workloads or supported a team effectively. This will highlight your ability to thrive in a fast-paced legal environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Legal Secretary - Tax and Trusts in Humber
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Legal Secretary role in Tax and Trusts. Highlight your relevant experience, especially in private client matters like wills and probate, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working in a legal environment and how your skills align with the needs of our Tax and Trusts department. Keep it professional but let your personality come through!
Showcase Your Skills: We want to see your strong typing and document production skills! Mention any experience with legal case management systems and Microsoft Office, as these are key for the role. Don’t forget to highlight your attention to detail and organisational abilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status. We can’t wait to hear from you!
How to prepare for a job interview at KD Recruitment Limited
✨Know Your Stuff
Make sure you brush up on the specifics of tax and trusts law. Familiarise yourself with common terms and processes like probate, inheritance tax planning, and lasting powers of attorney. This will not only show your knowledge but also your genuine interest in the role.
✨Showcase Your Skills
Prepare to discuss your previous experience as a Legal Secretary or in similar roles. Highlight your strong typing skills, attention to detail, and ability to manage a busy workload. Be ready to give examples of how you've successfully supported fee earners in the past.
✨Demonstrate Professionalism
Since you'll be dealing with sensitive client matters, it's crucial to convey a professional and empathetic approach during the interview. Practice how you would handle client communications and maintain confidentiality, as this is key in a legal environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm and the Tax and Trusts department. Inquire about their approach to client care or how they support their staff's professional development. This shows you're engaged and serious about the opportunity.