Private Client Legal Secretary/PA

• To work for the Private Client solicitors/fee earners in conjunction with other PA/secretaries.
• Prepare correspondence and documents through audio-typing and word processing.
• Administer filing which will include daily filing and the opening, closing, storage and retrieval of client files in accordance with the detailed procedures contained in the office manual.
• Prepare mail and enclosures for dispatch.
• Arrange for all copying to be done, in person if an Office Assistant is not available to undertake the task.
• Make appointments, arrange meetings and to maintain an up to date diary for the fee earners.
• Prepare the conference room for meetings as necessary and for the tidying and clearance of the room at the end of the meeting.
• Provide refreshments when asked to do so.
• Provide support to other secretaries as required.
• Provide guidance to junior and temporary secretaries when required to do so.
• Attend clients both in person and on the telephone and to provide such support in a professional and friendly manner in keeping with the firm's standards for client care.
• Undertake any specific training when required to do so and overall to have a responsibility towards self-development.
• Ensure the confidentiality of all the firm's and clients' documentation and information.
• Undertake on-line form filling requirements.
• Operate the firm's case management system.
• Maintain or improve on the current standards of document presentation.
• Consider improvements to the efficiency of the department.
• Undertake other duties as from time to time required.

• Substantial previous legal secretarial experience including at least 1 year's experience in a Private Client department for the Legal Secretary role, or 2+ years' experience in a Private Client department for the PA role.
• Advanced IT skills in relevant packages.
• Keeps up with fee earner's work production.
• High accuracy levels.
• Communicates professionally with clients both on the telephone and personally.
• Provides good customer care.
• Demonstrates a pro-active approach to work and clients.
• Progresses client matters without supervision and in the absence of the fee earner.
• Takes on other tasks.
• Demonstrates ability and willingness to:

• work to deadlines.
• to cope under pressure.
• use initiative.
• prioritise work-loads effectively.
• work as part of a team.
• Demonstrates clear commitment to the firm and a genuine interest in legal work.
• Has a good attendance record year on year.
• Demonstrates a positive attitude.

• Prior knowledge of Practice Evolve or other case management systems.
• Knowledge of law/legal practice.
• Prior knowledge of Isokon probate software is desirable but not essential.

Douglas Scott Legal Recruitment