Legal Secretary Private Client

Overview

Legal Secretary Private Client Jobs in Bath, England, UK at TSR Legal – South West

Legal Secretary

Private Client | Bath | Excellent Opportunity Overview TSR Legal are proud to be working with a highly regarded South West law firm who are now seeking an experienced Legal Secretary to join their busy Private Client team in Bath. This is a fantastic opportunity to provide vital administrative and secretarial support to a well-established and friendly department specialising in wills, probate, estates, trusts, and elderly client matters.

Key Responsibilities

As a Legal Secretary, you will play a key role in supporting fee earners and ensuring a smooth workflow across the team. Your responsibilities will include:

Opening new client files and assisting with compliance including conflict checks,  and AML procedures Preparing, amending and formatting legal documents including wills, LPAs, and estate administration paperwork Managing diaries, scheduling client appointments, and booking meeting rooms Organising virtual and in-person meetings with clients and third parties Liaising with clients, beneficiaries, financial institutions, and HMRC Providing support with post-completion documentation and handling archived file queries Maintaining accurate digital filing and record keeping Handling confidential matters with

professionalism

and discretion Assisting fee earners in progressing matters by being a proactive and reliable team player Key Skills and Attributes Previous experience as a Legal Secretary or Legal Assistant within a Private Client or similar legal team Exceptional

attention to detail

and accuracy in document production Strong administrative and organisational skills Confident communicator with excellent client care abilities Proficient in Microsoft Office and legal case management systems Able to work independently, use initiative, and prioritise a varied workload A discreet and professional manner when dealing with sensitive and confidential information Why Apply?

This is a superb opportunity to join a reputable firm that values

teamwork

,

career development

, and long-term growth. The role offers a friendly working environment, a high-quality client base, and the chance to be part of a supportive Private Client department. Contact Rachel Phillips, Associate Director in confidence on

Title: Legal Secretary Private Client

Company: TSR Legal – South West

Location: Bath, England, UK

Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)