Legal Secretary – Private Client
14 days ago
Basingstoke
Legal Secretary – Private Client Location: BasingstokeJob Type: Full-timeSalary: Up to £30,000 (Depending on Experience) We are seeking a dedicated Private Client Legal Secretary to join our busy and personable Private Client team. This role provides comprehensive support to Fee Earners across a range of matters involving Wills, Probate, Estate Administration, Trusts, Lasting Powers of Attorney, and general private client work. The ideal candidate will have experience within a legal setting—preferably Private Client—and demonstrate strong administrative, organisational, and client care skills. Day-to-day of the role: File Opening and Initial Client Support • Take initial instructions and assist with providing costs information and engagement letters., • Open new client files and obtain required ID and compliance documentation., • Prepare initial drafts of Wills, LPAs, or probate paperwork as directed by Fee Earners., • Type and format legal documents including Wills, LPAs, probate forms (IHT205, IHT400), estate accounts, and trust documentation., • Prepare engrossments and arrange signing appointments with clients., • Submit LPA applications online or via postal service and track progress., • Act as a first point of contact for clients, offering friendly, professional support via phone, email, and in person., • Liaise with third parties such as banks, financial advisers, HMRC, the Probate Registry, and the Office of the Public Guardian., • Finalise completed matters including arranging for documents to be stored securely and wills to be added to the firm’s Will Register., • Prepare closing letters, distribute certified documents, and ensure all outstanding matters are completed., • Provide general administrative support to Fee Earners, including diary management, audio typing, and file maintenance., • Use all office systems and software effectively after appropriate training; experience with LEAP or similar case management systems is advantageous., • Proven administrative or secretarial experience in a legal environment., • Experience supporting Private Client work—wills, probate, LPAs, or estate administration—is desirable., • Strong organisational skills with the ability to prioritise and manage a busy workload., • Proactive approach with excellent attention to detail., • Strong interpersonal and communication skills both written and verbal. To apply for this Private Client Legal Secretary position, please submit your CV along with a cover letter detailing your relevant experience and your interest in this role.