Finance Legal Secretary: Billing, Meetings & Docs Pro

2i Recruit Ltd; Guildford; On-site; GBP 22,000 - 32,000; Full time

Job summary

A highly organised legal secretary is sought to join a finance team. You will support a group of senior lawyers with administrative, secretarial and process-focused tasks, including billing, document production, diary management and client liaison.

If you thrive in a busy environment with strong IT skills and attention to detail, this role could be a great fit for you. Experience in professional services and billing support is advantageous.

Qualifications

• Experience as a secretary, PA or administrator within professional services.
• Strong IT skills with Word, Outlook and Excel.
• Excellent attention to detail, grammar and written English.
• Confident numerical skills to support billing and reporting tasks.
• Highly organised with ability to manage multiple deadlines.
• Strong interpersonal skills and professional manner.
• A proactive approach with the ability to work independently and in a team.

Responsibilities

• Manage and support the billing cycle, including invoices and time transfers.
• Open new client matters and ensure information is accurately recorded.
• Maintain and update client and business records.
• Provide support to lawyers during quieter periods by seeking work.
• Handle incoming calls promptly and professionally.
• Act as a point of contact for clients when lawyers are unavailable.
• Draft and prepare client engagement letters and manage signatures.
• Produce and amend documents in Word, Excel and PowerPoint with accuracy.
• Proofread, format and check documents to meet professional standards.
• Prepare documentation to support business travel and meetings.
• Organise travel and related administration.
• Organise filing systems and calendar management for lawyers.

Skills

IT skills

MS Word

Outlook

Excel

Attention to detail

Organisation

Interpersonal skills

Proactive

Tools

PowerPoint

Case management

Finance systems

Job description

A highly organised legal secretary is sought to join a finance team. You will support a group of senior lawyers with administrative, secretarial and process-focused tasks, including billing, document production, diary management and client liaison.

If you thrive in a busy environment with strong IT skills and attention to detail, this role could be a great fit for you. Experience in professional services and billing support is advantageous.