LEGAL SECRETARY – PRIVATE CLIENT DEPT – BERKHAMSTED – REF NO: L4L1146
Job Ref: 103184
Location
Berkhamsted
The Role
A great opportunity has arisen for a Legal Secretary to join our client law firm based in Berkhamsted where you will be working and assisting the Private Client Department.
Candidate
- Previous experience as a Legal Secretary, preferably in Private Client, although other legal secretarial experience can be considered.
- Excellent interpersonal skills and clear written and oral communication.
- Proven audio typing experience.
- Excellent organisational skills.
- Ability to communicate both in writing and orally with a wide range of people.
- The ability to demonstrate a courteous, helpful and pleasant manner both in person and on the phone.
- Efficiency, reliability and flexibility, able to organise the workload to meet challenging/changing deadlines ensuring prioritisation of different work matters across the team.
- Self‑motivation with the ability to be a self‑starter and work independently or within a team.
- Proven IT skills, including the use of Case Management Systems, MS Word, Outlook and Excel.
- Personal pride in the quality of their work which should be to a high standard and delivered within the required timeframes.
Role
Experience in the following would be advantageous:
- The production of documents and correspondence using audio/copy typing.
- Experience of standard template documents used in Private Client such as Probate Applications, Wills and LPAs etc.
- Costing files on a monthly basis and the preparation of draft bills to include ensuring disbursements are claimed and paid.
- Attending to clients and others, both on the telephone and in person, where possible dealing with initial enquiries and/or taking detailed messages to enable the appropriate person to deal with the matter on their return.
- Management of Fee Earners’ diaries, including scheduling of appointments, arranging meetings, organising travel as appropriate. Ensure all meetings have appropriate facilities arranged eg: meeting room booked, refreshments available.
- Setting up new files accurately and speedily on instruction.
- Maintaining Fee Earners’ client details on the firm’s database (ALB) and updating as and when required.
- Dealing promptly and accurately all filing and storage/retrieval requirements in respect of client files.
- Ensure all files are Lexcel compliant and management of money laundering checks and keeping the associated records.
- Assisting in the smooth running of the administration and secretarial support within the department, supporting other Fee Earners and secretarial support where appropriate.
- Awareness of GDPR and the handling of sensitive information ensuring confidentiality and security of all practice and client data. Documentation and/or information.
- 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.
Company Benefits
- £25,000–27,500 dependent on experience
- Staff introduction bonus
- 25 days holiday
- Auto enrolment pension scheme
- Enhanced sick pay
- Free eye tests
- Paid Flu vaccinations
- Discounted legal advice
- Opportunities to participate in company‑sponsored charitable events
Details
- Berkhamsted – office based
- Full Time – 09:00 to 17:30 Monday to Friday – one hour lunch
- Department – Private Client – Wills, Trusts, Probates
- Start Date: ASAP
Specific Requirements
Must be an experienced Legal Secretary, preferably with knowledge and prior experience in Private Client Law, dealing with Wills, LPA’s, Trusts and Probate matters. A Legal Secretary with fast and accurate digital audio dictation and keyboard skills, along with a good telephone manner and an awareness of the legal forms used. Our clients will also consider a Legal Secretary who has experience in other practice areas and who can transfer their legal skills to this role.