Private Client Legal Secretary

Job Title: Private Client Legal Secretary
Hours: Monday - Thursday: 9:00 am to 5:30 pm
Friday: 9:00 am to 5:00 pm, with a 1-hour lunch break (37 hours per week)
Salary: £25,000 (Dependant on experience)
Location: Shirley

Responsibilities

• Diary Management: Scheduling appointments, organising meetings, and managing calendars.
• File Management: Opening and closing files, ensuring filing systems are accurate and up to date. Includes email management, such as monitoring inboxes, filing emails, and ensuring urgent messages are addressed promptly or forwarded in the fee earner's absence.
• Client Liaison: Engaging with clients, taking messages, passing on information, and addressing straightforward queries.
• Team Collaboration: Working alongside other secretarial staff to deliver a professional and efficient support service to fee earners and clients.
• Financial Administration: Managing and coordinating fee earners' billing and financial tasks.
• Document Preparation: Typing legal documents and correspondence (audio and copy typing) to a high standard.
• Document Management: Overseeing the production of all documents from initiation to final delivery.
• Meeting Organisation: Arranging conferences and call meetings for fee earners.
• Compliance: Preparing client engagement letters, conducting conflict checks, and handling money laundering checks as directed by the fee earner.
• Wills and HMRC Forms: Filing and storing wills and other required forms.
• Administrative Tasks: Managing photocopying, scanning, and faxing for fee earners, as well as preparing case files.

Key Skills & Experience

• Experience: Minimum of 3 years as a Legal Secretary/PA within a private client team.
• Organisation: Excellent diary management, organisational, and prioritisation abilities.
• Communication: Strong interpersonal skills, with the ability to build effective relationships with clients and colleagues.
• Technical Proficiency:
  • Advanced skills in Microsoft Office (Word, Excel, PowerPoint, Outlook).
  • Experience with document or case management systems.
  • Familiarity with legal computerised finance systems.

This role demands a proactive, professional individual with proven experience in a legal secretarial capacity, particularly within private client services.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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Location: Solihull, GB

Posted Date: 11/29/2024