DJF Solicitors are seeking a highly organized and motivated Private Client Legal Secretary to join our growing team at our Tamworth & Polesworth office.
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
The ideal candidate will have experience in private client law and be capable of providing comprehensive administrative and legal support to the private client team.
You will play a key role in assisting with matters relating to wills, probate, trusts, and estate planning , helping to ensure smooth day-to-day operations of the department.
This is an excellent opportunity for someone looking to further their career in private client law within a supportive and dynamic firm.
Key Responsibilities: Client Support: Provide a high standard of client care by handling initial client enquiries, arranging appointments, and ensuring effective communication with clients throughout their matter.
Assist in the preparation and submission of documents related to wills, probate, trusts, and powers of attorney.
Manage client files, ensuring all information is accurate and up to date.
Administrative Support: Draft legal documents and correspondence under the supervision of solicitors, including wills, letters, and applications for probate.
Organize and manage diaries, scheduling meetings, and keeping detailed records of deadlines.
Support with estate administration, including gathering and distributing assets.
Assist with preparing trust documentation and tax returns where necessary.
Work through the dictation done by the fee earner Document Management: Maintain electronic and paper-based filing systems to ensure compliance with firm policies and legal regulations.
Monitor and follow up on progress with clients' matters, ensuring deadlines are met and processes are followed accurately.
Research & Drafting: Conduct legal research to support solicitors in handling complex private client cases.
Prepare draft letters, forms, and other documents required in probate, wills, and estate administration cases.
Team Collaboration: Work closely with solicitors and other legal assistants within the private client team to ensure seamless service delivery.
Provide support during client meetings, including taking notes and preparing relevant materials for discussions.
Person Specification: Qualifications & Experience: Experience in private client law is essential, including wills, probate, trusts, and estate administration.
Legal qualification or significant experience in a legal support role.
Strong knowledge of private client processes and terminology.
Skills & Attributes: Excellent organizational skills with a strong attention to detail.
Ability to manage multiple tasks and deadlines in a fast-paced environment.
Strong written and verbal communication skills.
Proficient in Microsoft Office (Word, Excel, Outlook) and legal case management software.
Client-focused with a professional and empathetic approach.
Team-oriented, with the ability to work collaboratively with solicitors and support staff.
Personal Qualities: A proactive, self-motivated individual who takes initiative and can work independently when required.
Discreet and professional, with a commitment to confidentiality and integrity.
Willingness to learn and develop within the role, with an interest in progressing a career in private client law.
Benefits: Competitive salary of £23,000 per annum.
Opportunities for career development and training within the firm.
A friendly and supportive working environment.
How to Apply: If you are a highly organized and enthusiastic individual with a passion for private client law, we would love to hear from you.
To apply, please send your CV and a cover letter to