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Legal Secretary -Private Clients
Job Posted: 18 hours ago
Salary: £ 36,000 - 36,000 / Annum
Job Type: Permanent
Location: London
Expire in: a month
Job Description
Legal Administrative Assistant
Job Title: Legal Secretary - full time, permanent role
Hours: 9:00-5:30
Location: London
Department: Private Client
Job Purpose: Assist Private Client Fee Earners in day-to-day business
Key Tasks
Reporting to Private Client Partner and other Private Client Fee Earners as appropriate.
The main tasks and responsibilities of the role include but not limited to:
Scanning post & filing scanned docs to correct client matter. Giving hard copies to fee earner and filing when required
Opening both electronic, and when required, paper files
Preparing retainer letters and sending same
Completing AML procedures
Checking client bank account daily and preparing and filing yellows
Booking/rescheduling appointments for fee earners
Chasing clients for missing documents/responses
Liaising with HMRC and HMCTS when required
Answering telephone calls when receptionist and administrator are not available
Dealing with out-going post as and when required
Maintaining well-organised digital and physical files in line with firm protocols and data protection requirements
Updating internal systems to reflect current case status, deadlines, and task.
Meeting and Greeting visitors, as and when required (providing refreshment if required)
Preparing and updating Probate Schedule spreadsheet
Preparing and submitting Probate closure forms
Preparing and maintaining fee earner file lists
Assisting in the preparation of estate accounts, letters to beneficiaries, and notifications to banks, HMRC, and other organisations.
Communicating with banks, utility companies, pension providers, and other relevant institutions to obtain valuations and settle liabilities.
Tracking estate finances including bank accounts, investments, debts, and expenses during administration.
Coordinating with agents or clearance companies for property-related tasks.
Acting as a point of contact for beneficiaries and executors, providing updates and responding to queries professionally and promptly.
Knowledge & Skills Required
Adept at working with Microsoft Word and Excel packages and Outlook
Limited knowledge of Microsoft office and specific bespoke software
Limited understanding of Probate - training may be required
Limited understanding of Private Client work - training may be required
Writing and maintaining attendance notes - training may be required
Listening skills
Good telephone manner
Good communication skills
Good writing skills
Good organisations skills
Be flexible
Attention to detail and accuracy is essential
Strong administrative and organisational skills
High attention to detail and accuracy
Ability to work independently and as part of a team
Discretion and confidentiality in handling sensitive client matters
Able to prioritise effectively, meet deadlines, and manage workload under pressure.
Demonstrates initiative and a strong work ethic, with a willingness to take ownership of tasks.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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