At a Glance
- Tasks: Provide secretarial support for a dynamic team handling private wealth and succession matters.
- Company: Join a supportive legal firm focused on client care and professional growth.
- Benefits: Competitive salary, flexible working hours, and opportunities for career advancement.
- Other info: Work in a friendly environment with a focus on empathy and client support.
- Why this job: Make a difference by helping clients navigate complex and sensitive legal issues.
- Qualifications: Proven legal secretarial experience and strong document management skills required.
The predicted salary is between 30000 - 40000 £ per year.
Our Private Wealth & Succession lawyers provide specialist guidance to families, trustees, business owners and landowners in the UK and overseas. They also advise executors and beneficiaries of deceased estates. The team handles a varied and interesting mix of work, including wills, Lasting Powers of Attorney, trusts, estate administration and corporate structures in a private wealth context. They take a friendly, reassuring and practical approach, helping clients through matters that are often complex, personal or sensitive.
We’re now looking for an experienced legal secretary to join our private wealth & succession team in Bradford.
The Role
You’ll provide full secretarial and administrative support across the team, helping our lawyers manage a busy and interesting range of private wealth and succession work. Your role will include:
- Managing and preparing documents
- Supporting monthly billing
- Helping with credit management processes
- Producing financial information when needed
- Using case management systems to keep matters organised
- Supporting lawyers and clients in a professional, accurate and helpful way
What we’re looking for
You’ll need proven legal secretarial experience, strong document management skills and experience using case management systems, ideally P4W. Private client experience would be ideal, although experience in a similar area, such as family law, would also be useful. You’ll be organised, accurate and proactive, with the confidence to manage a busy workload. You’ll also be a clear communicator who can show empathy and understanding when supporting clients through difficult circumstances.
How to apply
If this sounds like an opportunity for you, we’d like to hear from you.
Private Wealth & Succession Legal Secretary — Calm, Client-Focused in Bradford employer: Schofield Sweeney LLP
Join our dedicated team in Bradford, where we pride ourselves on fostering a supportive and client-focused work culture. As a Private Wealth & Succession Legal Secretary, you will benefit from ongoing professional development opportunities while working alongside experienced lawyers who value your contributions. Our commitment to employee well-being and a collaborative environment makes us an exceptional employer for those seeking meaningful and rewarding careers in the legal sector.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth & Succession Legal Secretary — Calm, Client-Focused in Bradford
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in private wealth and succession. 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 wills, trusts, and estate administration. Show us you understand the complexities of the role and how you can support our lawyers and clients effectively.
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to our client-focused approach.
We think you need these skills to ace Private Wealth & Succession Legal Secretary — Calm, Client-Focused in Bradford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your legal secretarial experience and any relevant private client work to show us you’re the right fit for our team.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background aligns with what we’re looking for. Don’t forget to mention your ability to handle sensitive situations with empathy.
Showcase Your Organisational Skills:In your application, give examples of how you’ve managed busy workloads in the past. We want to see that you can keep things organised and efficient, especially when supporting our lawyers and clients.
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 from our team!
How to prepare for a job interview at Schofield Sweeney LLP
✨Know Your Stuff
Make sure you understand the key responsibilities of a Private Wealth & Succession Legal Secretary. Familiarise yourself with terms like wills, trusts, and estate administration. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Skills
Prepare examples that highlight your document management skills and experience with case management systems. Be ready to discuss how you've supported lawyers in previous roles, especially in managing busy workloads and ensuring accuracy in documentation.
✨Empathy is Key
Since this role involves dealing with sensitive matters, be prepared to demonstrate your ability to communicate clearly and empathetically. Think of situations where you've had to support clients or colleagues through challenging times and share those experiences.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready. Ask about the team dynamics, the types of cases they handle, or how they approach client relationships. This shows you're engaged and serious about contributing positively to their work environment.
