Legal Secretary

Legal 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.