Legal Secretary

Are you an organised, people focused Legal Secretary who enjoys being the steady, dependable person who keeps everything going?

Our client is a highly regarded legal firm based in York, known for delivering expert advice with a genuine personal touch. They are now looking for a Secretary / Administrator to join and support their Wills & Probate team, a role that would suit someone who is professional, compassionate and thrives in a busy support position where accuracy really matters.

Previous legal experience would be beneficial, but it is not essential. If you have worked in a secretarial or administrative role within a professional services environment such as accountancy, finance or property, or in a medical/NHS setting, and you are confident handling sensitive information with care and discretion, this could be an excellent next step.

This is a key support role within the team, helping fee earners manage their caseloads efficiently while ensuring excellent service is delivered to clients. Duties will include:

• Producing and amending legal documents and correspondence, including digital dictation/audio typing and copy typing
• Preparing probate and estate administration documents, forms and client packs
• Opening, maintaining and closing files in line with firm procedures, including support with client onboarding and AML checks
• Managing fee earners diaries, appointments, meetings and client communications
• Handling incoming calls and emails, taking accurate messages and responding to queries in a professional and helpful manner
• Managing documents, including scanning, saving, filing, bundling and maintaining version control
• Liaising with clients, executors, beneficiaries, third parties and other professionals
• Supporting billing, time recording, matter administration and general file housekeeping
• Helping the team meet deadlines and ensuring matters continue to progress smoothly

We are looking for someone with a solid secretarial or administrative background and a positive, proactive approach. Ideally, you will be:

• Warm, professional and confident when dealing with clients, often during sensitive circumstances
• Highly organised, with strong attention to detail
• Comfortable managing a busy workload and working to deadlines
• A clear and confident communicator with strong written skills
• IT confident, with good working knowledge of Microsoft Office; experience of legal case management systems would be an advantage
• Discreet and trustworthy when handling confidential information
• Proactive, supportive and happy to get stuck in
• Experienced in a professional services environment

• Monday to Friday, 9am 5pm (35 hours per week)
• Supportive, people-first culture with training and development opportunities
• Discounted legal fees
• 25 days holiday, plus bank holidays

This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency.

Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role.

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