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- Tasks: Support a specialist team with private client matters in tax and trusts.
- Company: Respected law firm in York with a supportive culture.
- Benefits: 25 days holiday, dynamic working, employee discounts, and loyalty scheme.
- Other info: Great opportunity for career development in a professional environment.
- Why this job: Join a growing team and make a real impact in private client services.
- 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 York 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
✨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
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in legal secretarial roles, especially in Tax and Trusts. We want to see how your skills align with the specific requirements of the job, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your passion for client service and your ability to handle sensitive information with discretion – these are key for us.
Showcase Your Skills: We’re looking for strong typing and document production skills, so make sure to mention any relevant software or systems you’ve used. If you have experience with legal case management systems, definitely highlight that!
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this fantastic opportunity!
How to prepare for a job interview at KD Recruitment Limited
✨Know Your Stuff
Make sure you brush up on the key areas of tax and trusts, probate, and estate administration. Familiarise yourself with common legal terminology and processes, as this will show your potential employer that you're not just a pretty face but someone who understands the field.
✨Showcase Your Organisation Skills
As a Legal Secretary, organisation is key. Prepare examples of how you've managed busy workloads or supported a team in the past. Bring along any relevant documents or notes that demonstrate your ability to keep things running smoothly.
✨Practice Your Communication
You'll be liaising with clients and various professionals, so practice clear and confident communication. Consider role-playing common scenarios you might encounter in the role, such as explaining a process to a client or discussing sensitive information with a colleague.
✨Emphasise Confidentiality and Client Care
Given the sensitive nature of the work, be ready to discuss how you handle confidential information and maintain client trust. Share specific examples from your previous roles where you prioritised client care and discretion, as this will resonate well with the interviewers.