Secretary | Wills, Trust and Probate

We have a rare opportunity for an experienced legal secretary to join our Wills, Trust and Probate team. Moore & Tibbits has a strong and well-regarded reputation within Warwickshire and beyond and is expanding to meet growing demand for our expertise.

Working in the Wills, Trust and Probate team, you will have:

  • Current or recent legal secretarial experience.
  • Strong typing skills with a high level of accuracy.
  • Experience drafting various legal documents.
  • Meticulous diary management for detailed scheduling.
  • Proficiently handle matters on our case management system, from matter initiation to final billing.
  • Previous experience in audio dictation.
  • Excellent communication skills for client interactions.
  • Proficiency in MS Office, specifically Word and Excel.
  • Familiarity with legal processes relating to Wills, Probate and Trusts.

Key Responsibilities

  • Producing documentation from Digital Dictation
  • Typing amongst other things Wills and Lasting Powers of Attorney
  • Producing Estate and Distribution Accounts using Excel
  • Attending upon clients in person and over the telephone
  • Maintaining files to the Lexcel Standard
  • Completing basic forms required for file opening
  • Identifying and recording key dates
  • Filing and scanning
  • Assisting the person to whom they are responsible and working as part of a team
  • Maintaining a diary system
  • Preparing Bills
  • Archiving files

This is a rare opportunity to join our friendly and dedicated team so ensure you’re the first to apply for this highly desirable role.

This role is full-time with a competitive salary.

Please forward your CV to Sophie Wales:

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