Wills and Probate Legal Secretary

Legal Secretary - Private Client/Wills and Probate Department

Location: Leamington Spa

Salary: c£25,000 per annum – negotiable, commensurate with experience

We are working in partnership with a well-established Lexcel accredited, multi-office law firm who are looking to attract an experienced Private Client Legal Secretary to join their busy, friendly team in Leamington Spa town centre.

The role will involve:

• Providing a full secretarial and administration service to the Private Client Department 
• Undertaking typing and secretarial work for multiple Fee Earners
• Assisting when needed across the Department as part of the Private Client support team
• Dealing with telephone calls from clients, liaising with Fee Earners where appropriate
• Liaising with clients by phone, email and face to face in Reception 
• Preparing files for the next day’s appointments            
• Making appointments for clients
• Carrying out conflict checks on new clients         
• Providing reception cover on occasion
• Preparing invoices and monthly cost schedules for clients 

Knowledge and Experience:

• At least one years’ experience within a Private Client/Wills and Probate Department
• Experience of dealing with wills, powers of attorney and estate administration
• Experience of using Microsoft Outlook and Word
• Experience of using a legal case management system
• The ability to work on your own initiative, as well as working well within a team environment
• The ability to handle awkward situations and difficult clients in a calm, kind and professional manner

This is a full time permanent job working 9am to 5pm Monday to Friday (35 hours per week) and will be fully office-based.

Benefits Include:

• 23 days’ holiday (increasing to 27), plus 8 days bank holidays
• 2 days’ additional leave between Christmas and New Year (office closure)
• Your birthday off, from your second year of employment
• Holiday buy and sell scheme up to 5 days holiday per year
• Company Sick Pay (on completion of probation period) 
• Discounted legal fees (on completion of probation period)
• BUPA healthcare scheme (on completion of probation period)
• Death in service benefits 3 x salary (on completion of probation period)
• Long service awards
• Career development and regular performance reviews
• Technical and personal skills training
• Community and fundraising events
• Full induction programme
• Virtual GP – Health Hero GP24
• Funeral Concierge – Everest
• Employee Assistance Programme
• Bereavement and Probate helpline and counselling service

Note: Salary stated is given in line with market rate and will be commensurate with experience.  The information given above is correct to the best of our knowledge. 

For more information, please contact Tracey at Talentwise Solutions Legal Recruitment

About Talentwise Solutions Legal Recruitment

Talentwise Solutions Legal Recruitment is a family-run, boutique recruitment agency specialising in legal professional and legal support jobs throughout Coventry and Warwickshire, Birmingham and the Midlands.

We offer a tailored service, to find the right role and the right cultural fit for our candidates, and rest assured we will never forward your CV to any firm without first gaining your consent.

About Your Consultant

Tracey is the Owner and Director of Talentwise Solutions Legal Recruitment, where her focus is on offering a prestigious, consultative, open, and honest service – the way she believes recruitment should be! 

Tracey’s passion for recruitment in the legal sector goes back over thirty years, and today it’s stronger than ever. Tracey prides herself on her personalised approach to recruiting and will be on hand to guide you through every stage of the process from initial application through to job offer. You know your career is in great hands with Tracey’s experience and expertise.

Know anyone who might be interested? We offer generous bonuses up to £500 for successful referrals. Conditions apply - contact us or view our website for details.