Private Client Legal Secretary

3 weeks ago

Leamington Spa, United Kingdom Clayton Recruitment Full time

Our clients are a successful Law Firm offering a full range of Legal services and currently have a requirement for an experienced Legal Secretary to work in the Private Client department.

The role:

- Provide a full secretarial service within the department to ensure that the work is carried out in an expeditious manner and to an appropriate professional standard
- Work in accordance with the policies and procedures as set out in the Firm’s Office Manual

**Key Responsibilities**
- Undertaking typing and secretarial work within the Private Client Department for multiple Fee Earners, and also assisting when needed across the Department as part of the Private Client support team
- Handling of and dealing with clients’ calls and liaising with Fee Earners where appropriate, although no legal advice may be given
- Seeing clients in Reception
- Making appointments for clients
- Conflict checks on new clients
- Locating files for next day’s appointments and passing to Fee Earner
- Maintaining filing systems
- Providing general administration tasks, as and when required
- Attending Private Client Department Support Meetings and Firm Wide Meetings
- Provide reception cover as required
- Preparing accurate invoices and cost scheduling for clients on a monthly basis under Fee Earner supervision/instructions
- Maintain and protect client confidentiality at all times internally and externally
- Undertaking any reasonable instructions given by management within the limits of this employment description

**Knowledge & Experience**
- At least one years’ experience working within a Private Client Department, dealing with Wills, Powers of Attorney and Estate administration would be advantageous. However, full training will be provided
- Excellent keyboard skills with a good knowledge of Microsoft Outlook and Word. Case management system experience would be advantageous
- Dynamic in approach and uses initiative when dealing with clients or potential clients
- A positive approach to customer service
- Ability to be a team player and flexible outlook
- Efficiency to deal with awkward situations and difficult clients in a professional manner
- Ability to remain discreet and maintain employee and client confidentiality at all times

If you are interested in this role and have the relevant experience please submit your CV

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