Legal

Our PromiseThank you for taking an interest in the role advertised. We'd like to confirm that each CV received is read thoroughly by a trained consultant; if your application is shortlisted then you will be contacted via telephone in the first instance. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the role. However, we endeavour to consider all applicants for future opportunities; should you wish to speak to the named consultant about your application, please contact us directly.

Probate Legal Secretary

• Location: York
• Benefits: Subsidised parking & public transport scheme
• Cycle to work scheme
• Employee referral scheme
• Employee discount
• Client referral scheme + more

The Opportunity:

Our client, a highly respected regional law firm, is seeking an experienced and professional Probate Legal Secretary to join their established Probate team. This role offers the opportunity to develop your career within a collaborative and supportive environments, and assist clients through sensitive life events, making strong organisation, attention to detail, professionalism and discretion essential.

Working closely with Solicitors and other members of the Probate team, you will provide comprehensive secretarial and administrative support, including document production, diary management, file administration and correspondence. Acting as a key point of contact for clients and colleagues, you'll also play an important role in ensuring the smooth progression of legal matters whilst delivering a consistently high standard of service.

Key Responsibilities:

• Preparing, formatting and amending correspondence, legal documents and reports using digital dictation, templates and Fee Earner instructions.
• Managing Solicitor and Legal Professional's diaries, arranging appointments, meetings and telephone calls.
• Handling incoming emails, calls and post, responding to routine enquiries and escalating legal queries where appropriate.
• Administering client files, including opening, closing, storing and retrieving documentation.
• Producing accurate legal documents and correspondence in line with company standards.
• Liaising with executors, beneficiaries, government bodies, financial institutions and other third parties on administrative matters.
• Maintaining accurate records on case management systems and supporting wider matter administration.
• Assisting with client onboarding, file opening procedures and routine billing administration.
• Providing reception and team support when required, ensuring continuity across the wider office.

The Candidate:

We're keen to speak with professional and organised individuals who can balance multiple priorities whilst delivering exceptional support to clients and colleagues alike.

Skills & Experience:

• Previous legal secretarial experience, ideally gained within Probate, Private Client, Wills & Probate or a similar legal environment.
• Excellent typing, document formatting and administrative skills, including experience producing professional correspondence and legal documentation.
• Strong organisational and time management skills, with the ability to manage competing priorities and deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications, particularly Word, Outlook and Excel.
• High levels of accuracy, attention to detail and discretion when handling confidential information. Professional and empathetic approach when dealing with clients and sensitive matters.
• Ability to work independently whilst building positive working relationships across the wider team. Experience using legal case management systems and knowledge of probate procedures would be advantageous but is not essential.

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