Private Client Department Secretary

The Private Client department

The Private Client department has two sections, the legal section and the trust and tax section. These two sections work closely together on our clients’ affairs so as to provide a seamless service.

The legal section comprises solicitors, legal executives and secretaries. The trust and tax section consists of qualified and unqualified trust and tax accountants and practitioners, four apprentices and secretaries. We have four Chartered Tax Advisers and three Chartered Accountants within the team.

The Role

The Department is looking to recruit an experienced and confident secretary to join the team of six secretaries.

Your key duties will include, but will not be limited to;

• Liaising with clients both face to face and over the phone
• Audio/copy typing, including digital dictation
• Preparing and sewing/binding deeds and Wills
• File opening and compliance support
• Assisting/supporting solicitors, accountants and other fee earners within the department
• Ability to work under pressure and meet tight deadlines
• General administrative duties
• Diary management
• Document management
• Maintaining all filing systems effectively

The Individual

We expect our secretaries to be "secretaries/PAs" not typists. We are therefore looking for a well organised, intelligent individual with an excellent telephone manner who can deal with clients and members of the firm at all levels, who can act with discretion when dealing with confidential information and who is well presented at all times. We do not operate a dress down policy, and the individual will be expected to work full time in the office.

The ideal candidate should have previous legal experience within Private Client.

You must have excellent IT skills in Word and Excel. You will need to be able to demonstrate initiative, have the ability to work in a small team and pay strong attention to detail

A well organised secretary who is able to work under pressure and able to work to deadlines, with concise writing skills, spelling, punctuation and proof reading skills would suit this role.