Private Client Secretary

We are looking to recruit an experienced Legal Secretary to join our Buckingham team and are keen to receive CVs from people with a background in Private Client matters.

Key Responsibilities

Liaising with clients / scheduling appointments – general diary management;
Opening & closing files;
Carrying out AML procedures;
Digital dictation;
Crafting correspondence;
Crafting documents to include Wills, Lasting Powers of Attorney, Court of Protection applications and Grant of Probate applications;
General assistance with Probate, Estate Administration and Trust matters;
Preparing invoices and payments.

Experience & Requirements

Private Client experience essential

Candidate Attributes

Excellent communication and customer service skills;
Good computer literacy (word, excel, outlook), including, working knowledge of case management software;
Excellent organisational and time management skills; and
An understanding of Private Client matters.

Benefits

26 days’ holiday plus bank holidays;
Company pension;
Private health insurance;
Death in service benefits; and
Training and development opportunities.

Apply now for the Private Client Secretary job role

Please send a copy of your CV and a covering letter, detailing how your skills and experience meet the requirements of the role to [email protected]

Location

Based in our Buckingham office.

Salary

Competitive salary.

Working Hours

This is a Full Time role.

Monday to Friday, 9am to 5.00pm

Join our Team Apply For This Role

Apply for the Private Client Secretary job role by sending your C.V. and covering letter along with any additional relevant information detailing how your skills and experience meet the requirements of the role.

We will look to assess your experiences as well as your strengths and will give you the best opportunity to showcase these.

Apply for this role

Benefits at Heald Solicitors

Benefits at Heald Solicitors include a competitive salary, ample holiday, private healthcare, death in service and a generous bonus scheme. At Heald Solicitors, flexible working comes as standard. We are committed to equality, diversity and inclusion and value individuals for their skills, potential and what they can bring to the firm.