Legal Secretary - Tax and Trusts

KD Recruitment • Permanent • York, York, England, United Kingdom • £23k - £30k / year • 1d ago

Are you an experienced Legal Secretary in the York area looking for a new opportunity within a respected and well-established law firm?

Would you like to work as a Legal Secretary within a Tax and Trusts department, supporting a specialist team with private client matters including trusts, probate, inheritance tax planning, wills, estate administration and lasting powers of attorney?

We are recruiting for a successful regional solicitors firm based in York, who are looking for a highly organised and proactive Legal Secretary to join their busy Private Client Tax and Trusts team.

This is a fantastic opportunity for someone with previous experience as a Legal Secretary, Legal Assistant or Legal Administrator who enjoys working in a professional legal environment and supporting fee earners with high-quality secretarial and administrative support.

The role has become available due to continued growth within the department, and would suit someone who takes pride in delivering excellent client service, maintaining accuracy and keeping a busy legal team running smoothly.

What the Legal Secretary job involves

You will be providing full secretarial and administrative support to fee earners working across tax, trusts, inheritance tax planning, probate and estate administration.

You will liaise with clients, trustees, beneficiaries, HMRC, the Probate Registry, the Office of the Public Guardian and other professional contacts
Supporting the team with documentation relating to trusts, probate, wills, powers of attorney and estate administration.

Preparing and amending legal documents and correspondence
Using digital dictation
Managing diaries
Arranging meetings
Opening and maintaining client files
Ensuring all client information is handled accurately and confidentially.

This is a varied Legal Secretary role in York where attention to detail, discretion and strong organisation will be essential. You will be working with sensitive private client matters, so a professional, empathetic and client-focused approach is key.

Skills required

We are looking for someone who has previous experience working as a Legal Secretary, Legal Assistant, Legal Administrator or Private Client Secretary, ideally within one or more of the following areas:

Private Client
Tax and Trusts
Probate
Wills and Estates
Estate Administration
Inheritance Tax Planning
Lasting Powers of Attorney

You will need strong typing and document production skills, excellent attention to detail and the ability to manage a busy workload. Good Microsoft Office skills are essential, and experience using a legal case management system would be an advantage.

You will be confident communicating with clients and third parties, highly organised and able to work calmly under pressure. This role would suit someone who enjoys being part of a supportive legal team and who understands the importance of confidentiality, accuracy and excellent client care.

Other information

25 days holiday plus Bank Holidays
Dynamic working
Loyalty scheme
Employee discount scheme
Discounted legal fees
Supportive and professional working environment

This is a great opportunity for an experienced Legal Secretary in York or someone with strong legal administration experience who is looking to develop their career within a specialist Tax and Trusts / Private Client department.

This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency.

Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role.

KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data.

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