Legal Secretary

Private Client Legal Secretary

Salary : £25,000 - £28,000

Location : Shipley

Job Type : Full-time

A leading Yorkshire Law Firm is seeking a Private Client Legal Secretary to join their team. This role provides comprehensive secretarial support to an experienced Fee Earner within the Private Client Team, ensuring efficient handling of various legal documents and client interactions.

Day-to-day of the role :

• Perform copy and audio typing of letters, file notes, Wills, LPAs, and some conveyancing forms
• Utilise the case management system to progress matters efficiently
• Manage the opening of files and preparation of client care documentation
• Ensure timely progression of cases, maintaining accuracy and attention to detail
• Handle incoming post as delegated by the Fee Earner and record all correspondence, including emails, on the case management system
• Execute practical steps to progress a file as delegated by the Fee Earner, which may include drafting Wills and LPAs
• Request searches and insurances from agents as needed
• Manage outgoing post to ensure it leaves the office on time
• Take telephone calls on behalf of the Fee Earner, assisting callers wherever possible

Handle financial aspects of the files, including managing transactions for money in and out< / ...