Private Wealth & Inheritance Legal Secretary

An exciting opportunity for a Legal Secretary to join an award winning, Legal 500, full-service law firm who are looking to expand their Private Client department.
The firm has experienced significant growth in recent years, including doubling their trainee numbers in the last two years alone, as well as being a debt free practice, having not made any redundancies in over two decades.

Responsibilities:

• Secretarial work – including being confident with digital dictation in a busy department working for multiple fee earners, working with precedent letters etc
• First point of contact for new client enquiries- presenting the firm in best light, obtaining relevant information, assessing the matter, and referring work to the Head of Department for allocation
• File administration – file opening including all aspects of anti-money laundering compliance, file maintenance, file closures, archiving and Will storage etc
• To act as a witness for Will signings & deal with Will and LPA collections
• Business development administration – logging and analysing enquiries, conversion rates and sources of work etc
• Systems and procedure use and compliance – maintaining an up to date knowledge of Firm and Department systems and procedures, adhering to Firm guidelines in course of own work and assisting other members of the team with systems and procedures
• Diary management – appointment and meeting room bookings, team meetings, key dates/deadlines etc
• Billing and accounts administration – producing and issuing bills and statements of account, collating anticipated monthly fee income, liaising with fee earner and clients re: money on account, liaising with accounts team etc

Skills and experience:

• Good commercial awareness – understands the importance of efficiency, completing work within timescales set, quality of work, compliance with policies / procedures etc in delivering a service to our clients and maximising fees and profitability
• Highly organised – able to manage and correctly prioritise own workload, able to manage work from multiple fee earners, demonstrates an understanding of urgency and importance
• Excellent administrative skills – able to maintain accuracy and work at fast pace
• Demonstrates a proactive approach e.g. performs routine / agreed tasks without prompting, keeps fee earners informed on administrative work in progress, maintains an awareness of department deadlines and reminds fee earners to assist others in working to deadlines – proactive but in line with the scope of their role
• Strong communication skills – with the ability to build rapport, demonstrate a professional approach and give and receive feedback constructively
• IT literate and willing – able to learn and utilise systems fully in line with Firm guidelines, open to and able to champion system developments and implement change.
• Previous experience of Private Wealth & Inheritance desirable – legal secretarial experience of other areas of law will be considered
• Good compliance knowledge – familiarity with anti-money laundering requirements
• Excellent client service skills – demonstrates a high standard of client care, ability to control new enquiry calls and obtain relevant information from clients & upselling where appropriate, in an efficient but friendly manner.

Benefits:

• Free parking
• Private healthcare
• Support Staff Bonus
• Pension scheme
• Cycle-to-work scheme
• 33 days annual leave, including public holidays, plus an additional day at Christmas
• Option to sell up to 3 days of holiday
• Annual service awards
• And much more

What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your cv to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in voucher if we assist them in securing a new career.
Job Synonyms: Legal Assistant, Legal Administrator, Legal Secretary