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Legal Secretary Private Client
Job Posted: 5 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: Berkhamsted, Hertfordshire
Expire in: a month
Job Description
Our client has a vacancy for a Legal Secretary to become a key member of a busy and supportive Private Client team. You will primarily support a busy Solicitor providing essential secretarial, administrative and client support to the Private Client department. Your responsibilities will include a range of administrative matters including wills, probate, lasting powers of attorney, and estate administration, as well as liaising directly with clients.
As a Legal Secretary you may be asked to support with any of the following:
Preparing correspondence and legal documents through audio dictation and copy typing
Preparation of standard template documents used in Private Client such as Probate applications, wills and LPAs
Costing files on a monthly basis and the preparation of draft bills to include ensuring disbursements are claimed and paid
Liaising with clients and others, by telephone, email and in person
Greeting clients who visit the office without prior appointments, addressing their enquiries, taking messages, and documenting relevant information
Handling initial enquiries and/ or taking detailed messages to ensure the appropriate person to deal with the matter on their return
Management of Fee Earners’ diaries, including scheduling of appointments and arranging meetings
Opening and closing client files in accordance with standard procedures, ensuring files are Lexcel compliant including management of money laundering checks and keeping the associated records
Maintaining client details on the firm’s database (ALB) and updating as and when required
Awareness of GDPR and the handling of sensitive information ensuring confidentiality and security of all practice and client data, documentation and/ or information
Dealing promptly and accurately with all filing and storage/retrieval requirements in respect of client files
Assisting in the smooth running of the departments administration and secretarial support by supporting other Fee Earners and support staff within the department
Undertaking any other ad hoc duties as requested by the professional staff in the department
Support as and when requested in firm-wide and departmental marketing events
Requirements:
* Previous secretarial experience, preferably within Legal Service and ideally within Private Client is desirable
* Proficient and accurate keyboard skills minimum 50wpm
* Experience of audio dictation typing experience is desirable
* Ability to communicate both in writing and orally with a wide range of people
* A good understanding of client service, demonstrating a courteous, helpful and pleasant manner both in person and on the phone
* Demonstrates efficiency, reliability and flexibility, with the ability to organise workloads effectively to meet challenging and changing deadlines ensuring prioritisation of different work matters from various Fee Earners
* Self-motivation with the ability to work independently or within a team
* Proven IT skills, including the use of case management systems and Microsoft
* Personal pride in the quality of their work which should be to a high standard and delivered within the required timeframes
Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do soBefore You Apply
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