Private Client Pa

3 weeks ago


Leatherhead, United Kingdom Ashville Knight Full time

**Private Client PA**

**Leatherhead, Surrey**

**Full time in the office & Part time 3 days a week available**

**Salary depending on experience**

Well established, law firm with offices across Surrey are seeking a Legal Secretary/ Assistant to work within their Private Client department.

The Private Client team deals with a range of areas including:

- Will drafting
- Probate/Estate administration
- Set up and administration of Trusts
- Powers of Attorney
- Court of Protection/Deputyship

This role will be to assist fee earners in their day to day work by providing support and an efficient secretarial and administrative service within the Private client department:

- Providing full secretarial support including using a digital dictation system to produce correspondence and other documentation related to Private Client matters.
- Maintenance of comprehensive and accurate client admin files.
- Completion of forms relating to tax i.e. Inheritance Tax.
- Production of attendance notes.
- Support fee earners in marketing activities.
- General team administration including photocopying, faxing, filing and scanning.
- Meeting and greeting clients.
- Handling telephone enquiries and directing accordingly.
- Arranging meeting room bookings/travel arrangements.

Desired skills and experience:

- At least 2 years Legal Secretary/ PA experience within Private Client.
- CILEX Legal Secretarial Diploma would be an advantage.
- Fast, accurate typing ability, ideally using digital audio systems.
- Experience of using case management system.
- IT literate - Microsoft Word / Excel / Outlook / Digital Audio software / Case Management.



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