Legal Secretary

Our client based in Farnborough is seeking an experienced Legal Secretary to join their Private Wealth team. The successful candidate will join a support team providing administrative support to up to 14 fee earners. This is an excellent chance for a dedicated individual to continue and develop their career within a supportive and encouraging firm.

This role is full time, 5 days per week in the office.

 

Company Benefits:

• Free car parking
• Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure.
• The opportunity to learn and grow within a supportive and dynamic team.

 

 

Key Responsibilities:

• 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
• Diary management – appointment and meeting room bookings, team meetings, key dates/deadlines etc
• 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
• Secretarial work – including being confident with digital dictation in a busy department working for multiple fee earners, working with precedent letters 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
• 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
• Business development administration – logging and analysing enquiries, conversion rates and sources of work etc

 

Experience and Skills Requirements:

• Excellent administrative skills – able to maintain accuracy and work at fast pace
• 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
• 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
• 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.
• 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.
• Strong communication skills – with the ability to build rapport, demonstrate a professional approach and give and receive feedback constructively
• Previous experience of Private Wealth & Inheritance desirable – legal secretarial experience of other areas of law will be considered
• 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 clients and maximising fees and profitability

 

 

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.