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- Tasks: Provide secretarial support in a dynamic Tax and Trusts team, handling sensitive client matters.
- Company: Respected law firm in York with a supportive and professional environment.
- Benefits: 25 days holiday, employee discounts, loyalty scheme, and career development opportunities.
- Other info: Opportunity for career growth in a specialist department with a focus on client care.
- Why this job: Join a growing team and make a real impact in private client legal matters.
- Qualifications: Experience as a Legal Secretary or similar role, strong organisation and communication skills.
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:- You will be providing full secretarial and administrative support to fee earners working across tax, trusts, inheritance tax planning, probate and estate administration.
- You will liaise 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.
Locations
Legal Secretary - Tax and Trusts in York, Yorkshire 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 York, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who might know about openings in Tax and Trusts. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨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 keep things running smoothly in a fast-paced 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 York, Yorkshire
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 trusts and probate, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter should reflect your passion for the role and the legal field. Use it to explain why you want to join our firm and how your skills align with what we’re looking for in a Legal Secretary.
Showcase Your Skills: Don’t forget to showcase your strong typing, document production skills, and proficiency in Microsoft Office. We want to see how you can manage a busy workload and support our fee earners effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you on the path to joining our supportive legal team!
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 typing speed, document production skills, and any experience with legal case management systems. Be ready to give examples of how you've managed busy workloads and maintained accuracy under pressure.
✨Client Care is Key
Since this role involves working with sensitive private client matters, be prepared to talk about your approach to client care. Share examples of how you've handled confidential information and provided excellent service, demonstrating your empathetic and professional attitude.
✨Ask Thoughtful Questions
At the end of the interview, don’t hesitate to ask questions that show your enthusiasm for the role. Inquire about the team dynamics, the types of cases you might work on, or how the firm supports professional development. This shows you're serious about contributing to their success.