Private Client Secretary

Posted 4 April by Reed Easy Apply Featured
A well established legal practice

Nature of the role:
To provide high level secretarial and administrative support to fee earners in busy private client department.

Key responsibilities:
• Fast and accurate audio and copy typing;

• Preparing and drafting general correspondence in letter and email format;

• Being the first point of contact for all clients in person and on the telephone;

• Liaising with clients, and third parties etc. on a day to day basis to deal with straightforward non-technical queries and to take clear messages as appropriate where the fee earner’s involvement may be required and recording in writing on files details of all contact;

• Diary management (including arranging meetings etc.);

• Email management (taking action where appropriate);

• Drafting bills and printing billing guides, monitoring payment of the same;

• Time recording on the firm’s electronic accounts system if required;

• File opening / closing and archiving in accordance with the firm’s accounting and client care procedures;

• General office duties such as filing, photocopying and scanning;

• Keeping the firm’s electronic document storage system up to date in all matters;

• Attending clients for Will signings in fee earners absence;

• Storing all original documents in accordance with the firm’s procedures and updating Wills, LPA and Deed databases as appropriate;

• Undertake any other duties that may be necessary and/or appropriate to the role;

• Forming part of the reception lunchtime cover rota;

• Assisting with other departments as the need arises.

Experience required:

Previous experience of legal secretarial work particularly in a private client department would be an advantage. Specific knowledge of Probate procedures very desirable.

Skills required:
• Efficient and accurate word processing
• Excellent written and verbal communication skills
• The ability to work independently
• The ability to work under pressure and to cope with a varied and often fast moving
office environment
• To present a smart and professional appearance and manner
• Excellent IT skills including Windows 10, Microsoft Office 365 including Word, Excel,
Outlook

Personal qualities required:
• Excellent telephone manner and interpersonal skills
• A helpful, friendly and patient approach
• A good sense of humour
• Dedicated and committed.
• Excellent time-keeping

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34823254

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