Legal Secretary Private Client

IDEAL PERSONNEL; Dacorum; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment agency is seeking a Legal Secretary to join a vibrant Private Client team in the UK. The successful candidate will assist a busy solicitor with various administrative duties, client interactions, and ensure compliance with legal practices. Ideal applicants should have legal secretarial experience, proficient typing skills, and a commitment to high-quality work. Attractive and supportive work environment offered.

Qualifications

• Previous legal secretarial experience is desirable.
• Minimum typing speed of 50 wpm.
• Experience with audio dictation typing is preferred.
• Ability to communicate effectively with diverse individuals.
• Demonstrate a courteous and pleasant manner.
• Efficiency in organizing workloads to meet deadlines.
• Self-motivated, able to work independently or as part of a team.
• Proficient in case management systems and Microsoft software.

Responsibilities

• Prepare correspondence and legal documents.
• Liaise with clients via phone, email, and in person.
• Manage diaries and schedule appointments.
• Ensure client files are compliant with standards.
• Maintain confidentiality and handle sensitive information.
• Assist in department’s administration and support tasks.

Skills

Previous secretarial experience

Proficient and accurate keyboard skills

Audio dictation typing

Communication skills

Understanding of client service

Efficiency and reliability

Self-motivation

Proven IT skills

Job description

Overview

Our client has a vacancy for a Legal Secretary to become a key member of a busy and supportive Private Client team. You will primarily support a busy Solicitor providing essential secretarial, administrative and client support to the Private Client department. Your responsibilities will include a range of administrative matters including wills, probate, lasting powers of attorney, and estate administration, as well as liaising directly with clients.

Responsibilities

• Preparing correspondence and legal documents through audio dictation and copy typing
• Preparation of standard template documents used in Private Client such as Probate applications, wills and LPAs
• Costing files on a monthly basis and the preparation of draft bills to include ensuring disbursements are claimed and paid
• Liaising with clients and others, by telephone, email and in person
• Greeting clients who visit the office without prior appointments, addressing their enquiries, taking messages, and documenting relevant information
• Handling initial enquiries and/or taking detailed messages to ensure the appropriate person to deal with the matter on their return
• Management of Fee Earners’ diaries, including scheduling of appointments and arranging meetings
• Opening and closing client files in accordance with standard procedures, ensuring files are Lexcel compliant including management of money laundering checks and keeping the associated records
• Maintaining client details on the firm’s database (ALB) and updating as and when required
• Awareness of GDPR and the handling of sensitive information ensuring confidentiality and security of all practice and client data, documentation and/or information
• Dealing promptly and accurately with all filing and storage/retrieval requirements in respect of client files
• Assisting in the smooth running of the department’s administration and secretarial support by supporting other Fee Earners and support staff within the department
• Undertaking any other ad hoc duties as requested by the professional staff in the department
• Support as and when requested in firm-wide and departmental marketing events

Requirements

• Previous secretarial experience, preferably within Legal Service and ideally within Private Client is desirable
• Proficient and accurate keyboard skills minimum 50wpm
• Experience of audio dictation typing is desirable
• Ability to communicate both in writing and orally with a wide range of people
• A good understanding of client service, demonstrating a courteous, helpful and pleasant manner both in person and on the phone
• Demonstrates efficiency, reliability and flexibility, with the ability to organise workloads effectively to meet challenging and changing deadlines ensuring prioritisation of different work matters from various Fee Earners
• Self-motivation with the ability to work independently or within a team
• Proven IT skills, including the use of case management systems and Microsoft
• Personal pride in the quality of their work which should be to a high standard and delivered within the required timeframes

Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.

Submit your CV. One of our Consultants will be pleased to contact you.