Private Client Legal Secretary

Key Duties:

• Undertaking typing and secretarial work within the Private Client Department for multiple Fee Earners, and also assisting when needed across the Department as part of the Private Client support team
• Handling of and dealing with clients’ calls and liaising with Fee Earners where appropriate, although no legal advice may be given
• Seeing clients in Reception
• Making appointments for clients
• Conflict checks on new clients
• Locating files for next day’s appointments and passing to Fee Earner
• Maintaining filing systems
• Providing general administration tasks, as and when required
• Attending Private Client Department Support Meetings and Firm Wide Meetings
• Provide reception cover as required
• Preparing accurate invoices and cost scheduling for clients on a monthly basis under Fee Earner supervision/instructions
• Maintain and protect client confidentiality at all times internally and externally
• Undertaking any reasonable instructions given by management within the limits of this employment description

• At least one years’ experience working within a Private Client Department, dealing with Wills, Powers of Attorney and Estate administration.
• Excellent keyboard skills with a good knowledge of Microsoft Outlook and Word. Case management system experience would be advantageous
• Dynamic in approach and uses initiative when dealing with clients or potential clients
• A positive approach to customer service
• Ability to be a team player and flexible outlook
• Efficiency to deal with awkward situations and difficult clients in a professional manner
• Ability to remain discreet and maintain employee and client confidentiality at all times