Our client based in Farnborough is seeking an experienced Legal Secretary to join their Private Wealth team. The successful candidate will join a support team providing administrative support to up to 14 fee earners. This is an excellent chance for a dedicated individual to continue and develop their career within a supportive and encouraging firm.
This role is full time, 5 days per week in the office.
Company Benefits:
- Free car parking
- Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure.
- The opportunity to learn and grow within a supportive and dynamic team.
Key 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
Experience and Skills Requirements:
- 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 clients and maximising fees and profitability
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.