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Legal Secretary

4 months ago

Oxfordshire, United Kingdom The Burnside Partnership Solicitors Limited Full time

**Full-time Legal Secretary at The Burnside Partnership - Oxford**

**Role Title: Legal Secretary**

**Scope of our work**:Private Client Tax and Trusts and Contentious Probate

**Reports to**: Richard Burnside

**Office Address**: This is an office based role at Blenheim Palace Sawmills,

Combe, Witney, Oxfordshire OX29 8ET.

**The Burnside Partnership**

The Burnside Partnership was founded in 2015. Our ambition is to provide our clients with outstanding service and build strong, personal relationships. The principal work of the firm is non contentious and contentious Private Client. This includes Wills, tax planning, probate, mental incapacity and Contentious Estates and Trusts. We also offer Taxation and Trust Services. These are very personal issues and clients share a lot of information about their families, finances and health, so it is a priority that we provide a sympathetic and caring service.

Our team has been recognised with a number of awards. Most recently, we were a finalist in the eprivateclient Excellence Awards 2023 and we were shortlisted in two categories in the 2023 Private Client Modern Law Awards.

We are looking for a full-time legal secretary to join our progressive and expanding firm.

**Role Purpose**

The successful applicant will provide secretarial and administrative support to our Solicitors.

Please note that this role description is generic and therefore is not an exhaustive list of duties and responsibilities but a guideline to the duties required and may be amended in the light of changing circumstances following consultation with the post holder.

**Key liaison relationships are**:

- Solicitors
- Lead Secretary
- Practice Director

**Salary**

Competitive and dependent on relevant experience.

**Benefits**

Following the successful completion of a three month probation period the successful applicant will benefit from:

- Membership of AXA private health insurance
- Membership of LifeWorks, an innovative wellbeing platform

We also offer membership of our corporate pension scheme with employer contributions.

We organise regular social events for employees.

**The Role explained**

Previous experience as a Legal Secretary is highly desirable and secretarial experience is essential.

**Key Responsibilities and duties include**:

- Word processing / typing and collating correspondence and other documents from audio / digital dictation, amending and formatting documents quickly and accurately
- Preparing e-bundles for court and mediation using online bundling documentation
- Liaising with new clients over Zoom and the telephone to take instructions on new matters
- Day to day typing of letters, memoranda, monthly reports, bills, file notes, etc.
- Answering the switchboard; transferring calls, taking messages accurately and passing to appropriate person(s)
- Attending clients and visitors where necessary
- Creating and amending legal documents and standard forms
- Adding, updating and maintaining documents on our case management system
- Photocopying, scanning and document collation
- Diary management to include arranging meeting and appointments
- Organising travel arrangements and any other ad hoc duties as and when required
- Scheduling files for archiving and retrieval of files from storage
- Other support services including taking minutes of meetings and initiating and replying to correspondence on routine matters
- Ensuring compliance with quality standards and the firm’s policies in general
- Contributing as a team member including providing support to other secretaries as required
- Undertaking any specific training when required by the firm
- Ensuring the confidentiality of all the firm’s and the firm’s clients’ information and documentation

**Person Specification**
- Qualified to a minimum level of GCSE/O Level (5 x grade C or above including Maths and English)
- Excellent IT skills
- An excellent professional working manner
- Excellent organisational and administration skills
- Ability to work under pressure and remain focused
- Excellent interpersonal skills
- Ability to communicate on all levels and to always maintain confidentiality of information
- Strong prioritisation skills and ability to manage own workload
- Ability to work flexibly with a positive attitude
- Team player
- Self-motivated and ability to use own initiative
- Previous experience as a Legal Secretary is desirable but not essential

**Other information**
- Relevant training will be provided both during induction and on an ongoing basis.
- Regular team-building and social events are organised for all staff.
- The Firm has taken a number of measures to ensure the workplace remains a safe working environment and these are continually under review.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Private medical insurance

Schedule:

- Mo