Legal Secretary- Wills & Probate

London, Greater London
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Position Title: Legal Secretary (Wills, Probate, Family & Litigation)
Location: London
Salary: £24,000-£30,000
Reference: BH-36900
Work Type: Permanent, Full-Time (Office Based)

About The Firm: My client, a well-established firm of solicitors located in, South East London, is offering a fantastic opportunity for an experienced Legal Secretary to join their team. This is a full-time, office-based role primarily assisting the Wills & Probate team, while also supporting the Family and Litigation teams. The firm provides a comfortable and well-equipped working environment, with excellent transport links nearby.

Position Overview: This role is ideal for a highly organised individual with a proactive approach. The successful candidate will assist multiple departments within the firm and perform a wide range of secretarial and administrative tasks. Training can be provided in certain areas if required.
Key Responsibilities:
Sending questionnaire forms to clients regarding wills, probate, and Lasting Powers of Attorney (LPAs).
Handling telephone enquiries and liaising with clients to schedule appointments.
File opening for team leaders in the Wills, Probate, Family, and Litigation teams.
Ensuring compliance with Anti-Money Laundering (AML) requirements and maintaining general office organisation.
Managing incoming post, filing, and post matching.
Handling digital dictation and renaming scanned documents for the case management system.
Recording time and preparing financial statements, including pro forma, interim, and final bills.
Drafting attendance and file notes, as well as chasing up clients and setting up payments.
Updating estate accounts, drafting and sending draft wills to clients, and managing will engrossment and signing.
Maintaining the case management system, ensuring contacts, executors, and other relevant parties are up to date.
Engrossing and sending LPAs to the Office of the Public Guardian.
Closing files and sending documents to storage.
Occasionally assisting on reception as needed.Requirements:
Strong oral and written communication skills.
Highly organised and proactive.
Team player with the ability to supervise junior staff.
Proficiency in digital dictation and experience with case management systems is a plus.
Attention to detail in handling client matters and preparing legal documentation.The Benefits & How to Apply:
Competitive salary based on experience.
Contributory pension scheme.
20 days’ annual holiday plus public holidays and Christmas closing.
Office-based role in a well-equipped and air-conditioned office overlooking Blackheath Common.
Excellent transport links, close to Blackheath mainline station, bus routes, and local amenities.Apply in the strictest of confidence online and/or via telephone – there is no need for a CV for an initial conversation.

Contact Person: Shabir Jiza
Contact Email: (url removed)
Contact Phone: (phone number removed)

IMPORTANT: PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.

In accordance with [The Conduct of Employment Agencies and Employment Businesses Regulations 2003, Regulation 19]((url removed))

Job Info
CV-Library logo
Job Title:
Legal Secretary- Wills & Probate
Company:
CV-Library
Location:
London, Greater London
Salary:
£24000 - £30000 Per annum
Posted:
Oct 3rd 2024
Closes:
Nov 3rd 2024
Sector:
Legal
Contract:
Permanent
Hours:
Full Time
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