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Private Client Legal Secretary
| Posting date: | 19 December 2024 |
|---|---|
| Hours: | Full time |
| Closing date: | 18 January 2025 |
| Location: | B90 3DN |
| Remote working: | On-site only |
| Company: | Sydney Mitchell LLP |
| Job type: | Permanent |
| Job reference: |
Summary
Job title: Private Client Legal Secretary
Hours: 9:00am to 5:30pm Monday – Thursday Friday, 9:00am to 5:00pm Friday with 1 hour for lunch (37 hrs)
Location: Shirley
Responsibilities
Diary management responsibilities including making appointments, organising meetings.
File management responsibilities. Opening and closing files including ensuring filing systems are maintained accurately and up to date. Undertake e-mail management (manage inbox and file e-mails), ensuring that urgent emails are promptly picked up by fee earners, or forwarded to another fee earner in their absence.
Proactive client liaison including taking messages, passing on information and dealing with simple queries.
Work collaboratively with other secretarial support to provide a responsive and professional secretarial support service to fee earners and clients.
Management and co-ordination of the fee earners’ billing and financial requirements.
Audio and copy typing of legal documentation and correspondence, to a high standard.
Manage the production of all documents (even those not typed personally) from initiation to delivery back to the relevant fee earner.
Organising conference or meetings calls on behalf of the fee earner.
Preparing client engagement letters, conflict and money laundering checks at the direction of the fee earner.
Dealing with and filing and storing Wills and forms i.e HMRC.
Responsible for copying, scanning, faxing required by fee earners, including the preparation of files.
Key Skills & Experience
Experienced Legal Secretary/PA with a minimum of 3 years' experience within a private client team is essential.
Must possess excellent diary management, organisation and prioritisation skills.
Must be able to communicate effectively and build good relationships with clients and staff within the firm.
Sound technical skills in the following areas:
Microsoft Office IT skills – Word, Excel, PowerPoint, Outlook.
Proven document or case management skills.
Proven experience of using a legal computerised finance system.
In the first instance please contact Annmarie Edmonds by email
a.edmonds@sydneymitchell.co.uk
Hours: 9:00am to 5:30pm Monday – Thursday Friday, 9:00am to 5:00pm Friday with 1 hour for lunch (37 hrs)
Location: Shirley
Responsibilities
Diary management responsibilities including making appointments, organising meetings.
File management responsibilities. Opening and closing files including ensuring filing systems are maintained accurately and up to date. Undertake e-mail management (manage inbox and file e-mails), ensuring that urgent emails are promptly picked up by fee earners, or forwarded to another fee earner in their absence.
Proactive client liaison including taking messages, passing on information and dealing with simple queries.
Work collaboratively with other secretarial support to provide a responsive and professional secretarial support service to fee earners and clients.
Management and co-ordination of the fee earners’ billing and financial requirements.
Audio and copy typing of legal documentation and correspondence, to a high standard.
Manage the production of all documents (even those not typed personally) from initiation to delivery back to the relevant fee earner.
Organising conference or meetings calls on behalf of the fee earner.
Preparing client engagement letters, conflict and money laundering checks at the direction of the fee earner.
Dealing with and filing and storing Wills and forms i.e HMRC.
Responsible for copying, scanning, faxing required by fee earners, including the preparation of files.
Key Skills & Experience
Experienced Legal Secretary/PA with a minimum of 3 years' experience within a private client team is essential.
Must possess excellent diary management, organisation and prioritisation skills.
Must be able to communicate effectively and build good relationships with clients and staff within the firm.
Sound technical skills in the following areas:
Microsoft Office IT skills – Word, Excel, PowerPoint, Outlook.
Proven document or case management skills.
Proven experience of using a legal computerised finance system.
In the first instance please contact Annmarie Edmonds by email
a.edmonds@sydneymitchell.co.uk