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Legal Secretary

Poole, Permanent

Legal Secretary Wills & Probate

This is an excellent opportunity for a professional and proactive individual who enjoys working in a client-focused environment and supporting fee earners in delivering exceptional legal services.

The Role

As a Legal Secretary within our Probate Department, you will provide comprehensive secretarial and administrative support to solicitors handling probate, estate administration, wills and lasting powers of attorney matters.

Key Responsibilities

    • Audio and copy typing of correspondence, legal documents and reports.
    • Preparing probate applications and related documentation.
    • Opening and closing client files in accordance with firm procedures.
    • Managing diaries, arranging appointments and scheduling meetings.
    • Handling telephone enquiries and liaising with clients, beneficiaries and third parties.
    • Preparing bills and assisting with the administration of client matters.
    • Maintaining accurate records and ensuring compliance with legal and regulatory requirements.
    • Managing incoming and outgoing post and emails.
    • Providing general administrative support to the Probate team.

About You

The successful candidate will have:

Essential Requirements

    • Previous experience as a Legal Secretary, preferably within a Probate or Private Client department.
    • Excellent typing and IT skills, including proficiency in Microsoft Office applications.
    • Strong organisational skills with the ability to prioritise a busy workload.
    • Excellent communication and interpersonal skills.
    • High level of accuracy and attention to detail.
    • Professional and confidential approach to handling sensitive information.

Desirable Requirements

    • Experience using legal case management systems.
    • Knowledge of probate procedures and estate administration.
    • Experience working within a solicitors' practice.

What We Offer

    • Supportive and friendly working environment.
    • Opportunities for professional development and training.
    • Company pension scheme.
    • Free On-site parking
    • Company Events.