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Wills and Probate Legal Secretary

Ernest Gordon Recruitment Limited
Posted 6 days ago, valid for 19 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Legal Secretary specializing in private clients, wills, probate, and IHT400 forms, based in the West Midlands.
  • The salary for this role ranges from £35,000 to £45,000, negotiable depending on experience, along with company benefits.
  • Candidates should have experience with private clients, particularly in drafting wills and probate documents, as well as diary management.
  • This role involves managing non-contentious commercial matters, client liaison, and general legal administrative duties in an office-based environment.
  • The firm values its employees as partners and promotes an open dialogue policy, offering a dynamic work environment with varied cases.

Legal Secretary (Private Clients, Wills, Probate, IHT 400, Visual file, Case management system)West Midlands - In office£35,000 - £45,000 ( Negotiable and dependent of experience) + Company benefits

Are you a legal secretary looking to contribute to the success of an exciting business where you will be given the autonomy and responsibility to manage non-contentious commercial matters, principally concerning property?This is an exciting opportunity with a firm who plays by different rules, is value added and see's all members as partners rather than just standard employees. This is an open dialogue policy, where they assist their partners in delivering the very best. This is the opportunity to work with on the very best and varied cases, including freehold acquisitions and disposals, commercial leasehold transactions, site acquisitions and development and secured lending, including close liaison with financial institutions.In this role you will be exposed to client contact, diary management, opening and closing cases as well as general legal administrative duties.This role would suit a secretary, administrator similar, looking to have the freedom to be creative and directly contribute to the success of a company working on exciting cases, where no two days are the same.

THE ROLE:

  • Open cases drafting wills, probate and lasting powers of attorney documents
  • Working within the private clients team
  • IHT400 forms
  • Liaise with internal and external stakeholders
  • Varied client liaison
  • Close concluded cases
  • Office based
  • General Legal administrative duties

THE PERSON:

  • Experience with private clients
  • Exposure of Wills and Probate drafting
  • Experience with diary management
  • Experience of opening and closing case files

Key words: Private Client, stakeholder management, Administration, Visual file, Case management systemReference: BBBH17030

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.