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Secretary
3 months ago
If you're an experienced Secretary looking for a new challenge within a welcoming team, we have an exciting opportunity for you in our Wills & Probate team.
The post holder will provide secretarial and administrative support to the fee earners including the tasks below:- To support fee earners by ensuring all routine administrative processes are managed along with managing diary commitments.
- To prepare correspondence through audio typing and word processing.
- To deal with routine post, drafting straightforward replies as appropriate.
- To administer filing relating to Wills and Probate matters including daily filing, opening, closing storage and retrieval of client files.
- Resolving debit or credit balances on files enabling them to be closed, completion of file closure workflow and file closure checklists.
- To ensure protocols are in place to protect the confidentiality of both the firm's and clients' documentation and information.
- To take minutes of meetings and circulate as appropriate.
- To prepare mail and enclosures for dispatch.
- To ensure that all necessary photocopying is carried out.
- To provide support to other secretaries as required.
- To attend to clients in person or on the telephone, providing support in a professional and friendly way and ensuring the firm's standards for client care are maintained.
- To deal with clients queries whenever possible and referring matters to the fee earner as and when necessary.
- To use the firm's case management system to open cases, manage cases, undertake client, matter and document searches, conflict checks and ID checks.
- Independent completion of standard forms such as Lasting Powers of Attorney, standard notes and standard template letters ensuring attention to detail at all times.
Job Types:
Full-time, Permanent
Benefits:
- Company events
- Company pension
- Referral programme
- Sick pay
- Wellness programme
Schedule:
- Monday to Friday
Work Location:
One location