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 employer: KD Recruitment
Join a respected and well-established law firm in York as a Legal Secretary within the Tax and Trusts department, where you will thrive in a supportive and professional environment. With 25 days of holiday plus bank holidays, a loyalty scheme, and opportunities for career development, this role offers not just a job but a pathway to grow within a dynamic team dedicated to delivering exceptional client service. Experience the satisfaction of working on meaningful private client matters while enjoying a culture that values accuracy, discretion, and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Legal Secretary - Tax and Trusts
✨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 inheritance tax planning. 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
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Legal Secretary, especially in areas like Tax and Trusts. We want to see how your skills match the job description, 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 specific experiences that relate to the role and show us your enthusiasm for working in a professional legal environment.
Showcase Your Skills:We’re looking for strong typing, document production skills, and excellent attention to detail. Make sure to mention any experience with legal case management systems or Microsoft Office, as these are key to helping our busy team run smoothly.
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’re considered for this fantastic opportunity within our supportive legal team!
How to prepare for a job interview at KD Recruitment
✨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 well as any recent changes in legislation that might affect the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills as a Legal Secretary. Think about times when you managed a busy workload, maintained confidentiality, or provided excellent client service, and be ready to discuss these during the interview.
✨Demonstrate Your Organisational Skills
Since this role requires strong organisational abilities, be prepared to talk about how you manage your time and prioritise tasks. You could even mention any tools or systems you use to keep everything running smoothly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of cases you’ll be handling, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
