Legal Secretary Private Client

Ideal Personnel & Recruitment Solutions Limited
24 Jan 2024
21 Feb 2024
Job Title
Industry Sector
Contract Type
Full Time

Our client is pleased to be offering an opportunity for an experienced full-time Legal Secretary to join their busy team, working in our highly regarded Private Client department.

They are a leading regional multi-services law firm offering legal advice across both commercial and private client sectors, with a client base ranging from individuals, sole traders, SMEs, national, international businesses and multinational corporations.

The 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;

• 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 e.g. 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;


• Previous experience as a legal secretary, preferably in Private Client, although other legal secretarial experience will 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

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.

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