Wills tax and probate legal secretary

  • Douglas Scott Legal Recruitment
  • Stockport
  •  
  • posted 6 months ago
  • Jobsxl.co.uk

Job description:

Wills Probate Secretary Predominately based in Stockport offices, but will require travel to Stoke office 1-2 days a week (all travel expenses paid to Stoke) A leading provider of legal services are seeking a dedicated and experienced Wills Probate Secretary to join their well-established team. Based primarily in the Stockport office, this role offers a unique opportunity for the right candidate to work alongside highly skilled Solicitors and contribute to the success of their Wills Probate department. Key Responsibilities: As a Wills Probate Secretary, you will be responsible for: Managing the extensive Will Bank stored in Stoke Handling client communication via phone, email, and in person, including face-to-face meetings with clients to collect their Wills Audio typing and other administrative tasks, such as Opening and closing case files, maintaining the filing system, and managing the case management system Updating information on their systems, ensuring prompt setup of all new matter instructions Managing the diaries of fee-earners and scheduling appointments Archiving, including retrieving files from offsite storage and recording new matters Cultivating a culture of teamwork with a strong focus on customer care Person Specification: At least 2 years of experience in a Legal Secretarial role Previous experience dealing with Wills Probate matters Excellent communication skills with the ability to build strong client relationships Proficiency in using case management systems and Microsoft Office Suite, including Outlook and Excel If you are a motivated individual with a passion for legal support work and have the relevant experience, please send your CV to [email protected] for immediate consideration. Please note, that this is a fulltime office based role.
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