Private Client Legal Secretary

5 months ago


Leamington Spa, United Kingdom Thomas Flavell & Sons Limited Full time

**The role**

Hours are flexible, we will consider part time or full time.

**Responsibilities to include**
- Audio typing and word processing of correspondence and documents;
- Opening and closing files and sending protocol documents;
- Assisting in the drafting of Wills & Lasting Powers of Attorney on our systems;
- Assisting in undertaking the relevant Anti-Money Laundering checks;
- Assisting with the distribution of estate by generating accurate requisition slips for payments on our system and obtaining the bank account details for the recipient;
- To attend to clients both on the telephone and in person. To take and record accurately all messages.
- To make appointments, arrange meetings and maintain an up-to-date appointment and reminder diary.
- To ensure the confidentiality and security of all practice and client's documentation and/or information;
- To provide cover for reception services if required;
**Skills required**:

- Excellent typing, organisational skills and team work skills.
- Focused on client service
- Demonstrate sound knowledge of IT skills in Microsoft office, outlook, word and excel.

**What we offer in return**

We offer a modern, friendly and flexible work environment alongside a competitive salary including 23 days holiday allowance (plus bank holidays) with an additional day awarded for every 2 years service (up to a maximum of 10 days), salary exchange pension scheme, sick pay, Electric Car Scheme, a Health Cash Plan and health insurance with Vitality.

The Health Cash Plan provides physical, mental and financial support. Employees are covered for up to £70 per benefit year towards both optical and dental check-ups - this can also include frames, lenses and contact lenses, as well routine hygienist appointments. In addition, there are a number of complementary/alternative therapies that are covered, as well as specialist consultations. The scheme also includes the following:

- Digital GP service where you can book an appointment with a GP within a few hours
- £100 towards a Health Screen
- Retails Discounts & Savings
- Discounted Gym Memberships
- 24/7 Health & Stress Helpline
- Children covered at no cost up to their 24th Birthday

The firm provides the opportunity to all employees to develop a rewarding successful career and to progress within the firm if desired with additional paid leave for study and exams.

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

**Benefits**:

- Additional leave
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Gym membership
- Health & wellbeing programme
- Private medical insurance
- Sick pay
- Store discount

Schedule:

- Monday to Friday

**Experience**:

- Legal Secretarial: 2 years (required)

Work Location: In person

Reference ID: LAD/PCWAR



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