Job Title: Private Client Secretary
Location: Frome
Job Type: Full-time
Salary: Competitive
About the Role
We are seeking a professional and highly organised Private Client Secretary to join our team in Frome. This full-time position involves supporting fee earners in the Private Client department, assisting with matters such as wills, probate, estate administration, powers of attorney, and trusts. The ideal candidate will have a proactive approach and a strong understanding of legal procedures within private client services.
Key Responsibilities
*Provide comprehensive secretarial and administrative support to private client fee earners.
*Draft, format, and manage legal documents and correspondence related to wills, probate, and estate planning.
*Liaise with clients, beneficiaries, financial institutions, and other stakeholders.
*Assist with the preparation of probate applications and inheritance tax forms.
*Maintain accurate and confidential client records in line with regulatory standards.
*Manage diaries, schedule appointments, and handle client communications with sensitivity and discretion.
*Keep up to date with changes in private client law and best practices.
Requirements
*Experience in private client work or a legal support role.
*Strong understanding of wills, probate, and estate administration processes.
*Excellent communication and interpersonal skills, especially when dealing with sensitive matters.
*High attention to detail and strong organisational abilities.
*Proficiency in Microsoft Office and legal case management systems.
*Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Desirable
*Experience working in a law firm or legal department.
*Familiarity with HMCTS, HMRC, and Office of the Public Guardian systems.
*Knowledge of inheritance tax and trust administration.
What We Offer
*Competitive salary and benefits package.
*Opportunities for professional development and training.
*Supportive and collaborative team environment.
*Flexible working arrangement