Private Client Legal Secretary / PA

Job Description

Private Client Legal Secretary / PA

(Tax and Trusts)

Guildford, Surrey

Full time, in the office

Very competitive salary

This well-established, highly regarded law firm are seeking a Legal Secretary to join their Private Client department in their Guildford office. The firm are a leading Legal 500 firm and mentioned for their…

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Private Client Legal Secretary / PA

(Tax and Trusts)

Guildford, Surrey

Full time, in the office

Very competitive salary

This well-established, highly regarded law firm are seeking a Legal Secretary to join their Private Client department in their Guildford office. The firm are a leading Legal 500 firm and mentioned for their great legal services.

You will be specifically working on Tax and Trusts with duties to include:

  • Opening, closing and filing/archiving of files
  • Directly liaising with clients and taking key information and personal data
  • Handling telephone enquiries and directing accordingly
  • Providing full secretarial support including taking instructions from a digital dictation system to produce correspondence and other documentation related to Private Client matters.
  • Arranging trust payments such as regular beneficiary payments, capital distributions, settlement of tax liabilities
  • Completion of forms relating to tax e.g., Inheritance Tax form
  • Make appointments, arrange meetings and maintain an up-to-date diary for your fee earner

The chosen candidate needs to be someone who is familiar with some processes and procedures associated with the Private Client / Tax and Trust department and can start assisting from day one.

Desired skills and experience:

  • Legal Secretary experience essential within Private Client of at least 1 year.
  • Fast, accurate typing ability, ideally using digital audio systems.
  • Experience of using case management system.
  • IT literate – Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.

Job Description

Private Client Legal Secretary / PA

(Tax and Trusts)

Guildford, Surrey

Full time, in the office

Very competitive salary

This well-established, highly regarded law firm are seeking a Legal Secretary to join their Private Client department in their Guildford office. The firm are a leading Legal 500 firm and mentioned for their great legal services.

You will be specifically working on Tax and Trusts with duties to include:

  • Opening, closing and filing/archiving of files
  • Directly liaising with clients and taking key information and personal data
  • Handling telephone enquiries and directing accordingly
  • Providing full secretarial support including taking instructions from a digital dictation system to produce correspondence and other documentation related to Private Client matters.
  • Arranging trust payments such as regular beneficiary payments, capital distributions, settlement of tax liabilities
  • Completion of forms relating to tax e.g., Inheritance Tax form
  • Make appointments, arrange meetings and maintain an up-to-date diary for your fee earner

The chosen candidate needs to be someone who is familiar with some processes and procedures associated with the Private Client / Tax and Trust department and can start assisting from day one.

Desired skills and experience:

  • Legal Secretary experience essential within Private Client of at least 1 year.
  • Fast, accurate typing ability, ideally using digital audio systems.
  • Experience of using case management system.
  • IT literate – Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.

Job Summary

Location: Guildford
Contract Type: Permanent
Sector: Law
Division: Legal Support
Date: 13th October 2021

Apply now

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Olivia Elkin

Olivia Elkin

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Email: Click here
Phone: 023 9232 1991

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Job Summary

Location: Guildford
Contract Type: Permanent
Sector: Law
Division: Legal Support
13th October 2021

Apply now

Share this job: