Legal Secretary

Job title:

Legal Secretary

Company

Elite Touch Group

Job description

Legal Secretary – (Private Wealth & Inheritance Department)FarnboroughExcellent salary & benefitsElite Touch Group are excited to be working with their well-established client who have a full-time vacancy for a Legal Secretary to join their Private Wealth & Inheritance Department.This role is part of a support team that provides secretarial and administrative support to 14 fee earners, ensuring they can focus on the legal work and provide an efficient, friendly and professional service to our clients.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

Skills and experience:

• 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 our clients and maximising fees and profitability

Expected salary

£25000 – 27000 per year

Location

Farnham, Surrey

Job date

Fri, 10 Jan 2025 04:04:05 GMT

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