Experienced Secretary for Private Client Department

Job Summary

This role offers excellent client contact, exposure to quality legal work, and the opportunity to develop your skills within a supportive and progressive firm.

Key Responsibilities

• Managing incoming and outgoing correspondence, including email and telephone enquiries.
• Opening, maintaining and closing client files in accordance with compliance and regulatory requirements.
• Scheduling appointments, organising meetings and managing diaries for fee-earners.
• Assisting with the electronic and physical filing of documents, ensuring accurate document management.
• Acting as a first point of contact for clients—handling enquiries sensitively, professionally and confidentially.
• Taking detailed telephone messages and providing updates where appropriate.
• Arranging client meetings, witnessing signatures and supporting client onboarding processes.
• Preparing, formatting and amending legal documents including Wills, Trust documentation and Probate forms.
• Supporting Solicitors with drafting and preparing LPAs, registration forms and associated paperwork.
• Helping to draft engagement letters, attendance notes and straightforward legal documents under supervision.
• Managing key dates, limitations, deadlines and reminders accurately.
• Providing typing, audio typing and document production support where needed.
• Liaising with external parties such as banks, asset providers, pension companies, HMCTS and the Office of the Public Guardian.
• Ensuring confidentiality and compliance with GDPR and SRA requirements.
• Contributing positively to a collaborative, client focused team environment.

Candidate Attributes

• Previous experience working in a support role, preferably in a legal environment.
• Strong administrative and organisational skills with excellent attention to detail.
• Confident communicator with a warm, professional manner.
• Ability to multitask effectively and prioritise a busy workload.
• Good working knowledge of Microsoft Office.
• Experience preparing Wills, LPAs or supporting Probate files preferred but not essential.
• Experience with digital dictation systems.

Benefits

• A progressive, modern law practice with traditional values
• Excellent training and development opportunities
• A welcoming and supportive team culture
• The chance to be part of an established and trusted Buckingham practice
• 25 days paid holiday per year
• Private medical insurance