Private Client Secretary

Location: City of Edinburgh

Experienced Private Client Secretary

Location:

Central Edinburgh (EH8 – 2 mins from Waverley)

Salary: £28,000 – £34,000 (DOE) + Premium Benefits

Working Pattern:
Full-Time | Hybrid Options (1 day WFH)

The Role Our client is looking for a skilled Private Client Secretary to provide comprehensive support to a dedicated fee earner. Based in a stunning, modern office in central Edinburgh you will be the primary point of contact for clients, ensuring all matters are handled with the utmost sensitivity and professionalism.

This role is perfect for someone who takes pride in their accuracy and enjoys the variety involved in Private Client work.

Key Responsibilities:

* Document Production:
Transcribing Wills, Trusts, Powers of Attorney, and HMRC forms from digital dictation.

* Client Care:
Handling telephone queries and booking appointments with a sensitive, professional approach.

* Organisation:
Efficient diary management and ensuring documents are produced within strict time frames.

* Systems:
Maintaining client databases and using case management systems.

Skills & Experience Required:

* Minimum 1 year of experience in a Private Client secretarial role.

* A strong understanding of legal forms associated with Wills and PoA.

* Excellent interpersonal skills and a professional telephone manner.

* High level of accuracy in audio typing and document production.

The Benefits:

* 30 Days Holiday (22 floating + 8 fixed).

* Monthly Wellbeing Hour for your personal wellness.

* 5% Employer Pension & 3x Salary Death in Service benefit.

* Cash Health Plan & Cycle to Work Scheme.

* Prime

Location:

A stone's throw from Waverley Station and the Royal Mile.

How to Apply:

Apply now with your updated CV to be considered for this central Edinburgh role. Valeco Recruitment will invite our shortlisted candidates to attend an interview registration online, and our team are flexible on days and times to suit everyone