Full job descriptionLegal Secretary - Wills and Probate
*Annual Salary: £25 - £27,000 with flexibility for an experienced candidate
*Location: York
*Job Type: Permanent, Full-time Monday to Friday 9-5pm with a level of flexible on this.
Are you an organised, people-focused Secretary who thrives in a role that requires calmness and capability? Join a respected legal firm in York, known for delivering high-quality advice with a personal touch. We are seeking a Secretary to support our clients Wills & Probate team, where empathy, accuracy, and professionalism are paramount.
Day-to-day of the role:
*Supporting fee earners to ensure files progress efficiently and compliantly.
*Producing and amending legal documents and correspondence through digital dictation/audio typing and copy typing.
*Preparing probate and estate administration documentation, forms, and client packs.
*Opening, maintaining, and closing files in line with firm procedures, including onboarding and AML checks support.
*Managing fee earners’ diaries, appointments, meetings, and client communications.
*Handling incoming calls and emails, taking accurate messages, and dealing with queries professionally.
*Managing document control including scanning, saving, filing, bundling, and ensuring version control.
*Liaising with clients, executors, beneficiaries, third parties, and other professionals.
*Supporting billing, time recording, matter administration, and general file housekeeping.
*Assisting the team to meet deadlines and ensure matters move forward smoothly.
Required Skills & Qualifications:
*Strong administrative or secretarial background, ideally within a professional services setting (legal, accountancy, finance, property, or medical/NHS).
*Warm, professional demeanor, especially during sensitive interactions.
*Highly organised with excellent attention to detail.
*Ability to prioritise a busy workload and meet deadlines.
*Clear communicator with strong written skills.
*IT proficiency, particularly in Microsoft Office; legal case management experience is a bonus.
*Discretion and trustworthiness with confidential information.
*Proactive, helpful attitude, eager to contribute to team success.
Benefits:
*Supportive, people-first culture with training and development opportunities.
*Discounted legal fees.
*25 days holiday, plus bank holidays.
*Professional Development- Structured, funded and supported training encouraged
*Bonus Scheme
*Health and Wellbeing benefits
*Long Service Award
*Cycle 2 Work Scheme
*And much more.
If this sound of interest, don’t hesitate in applying.