Legal Secretary – Trust & Private Wealth

About the role

We are looking for a Legal Secretary to join the Trust and Private Wealth team in our Cayman Islands office. The role involves day‑to‑day practice administration, billing, client liaison and support for fee earners.

Key responsibilities

• Draft and proof‑read specialist private client documents such as wills, trusts and probate paperwork.
• Type correspondence, manage legal paperwork and maintain files in the firm’s Document Management System.
• Respond to internal and external telephone enquiries and coordinate client meetings.
• Manage client onboarding, engagement and billing through InTapp and 3E.
• Complete conflict checks and other compliance processes.
• File and safeguard highly confidential client data.
• Create and format presentations and reports in line with brand guidelines.
• Organise travel arrangements, team calendars and process expense claims.
• Handle billing for the team, including invoice processing, statistical analysis and debt collection liaison.
• Maintain partner and fee‑earner contacts in the Peppermint system and support marketing & business‑development activities.
• Arrange opening, closing and archiving of accounts and files.
• Assist with the planning of marketing and client events.

Required profile

• Minimum of 1 year secretarial experience in a legal environment.
• Legal secretarial certification or qualification is desirable.
• Experience supporting a Trusts and Private Wealth practice is an advantage.
• Excellent typing speed, attention to detail and accuracy.
• Familiarity with court processes (e‑Curia) and corporate portals such as CORIS.
• Proficiency with InTapp, iManage and 3E.
• Strong skills in Microsoft Word and Excel.
• Credit control, debt management and collection experience.
• Outstanding administrative and organisational abilities.
• Ability to prioritise workload and meet tight deadlines.
• Strong written and verbal communication skills.
• High level of discretion, professionalism and sensitivity to UHNW client confidentiality.

Required skills

• InTapp
• iManage
• 3E
• Microsoft Word
• Microsoft Excel
• Credit control
• Debt collection
• e‑Curia
• CORIS