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The Team
We provide specialist legal advice on the whole spectrum of private and business issues, helping clients to preserve and transmit their family assets and wealth (advising on trusts, Wills, probate and tax). We offer a straightforward personal service specifically tailored to clients’ requirements. We have a wealth of experience advising on all the issues clients may have to face in relation to both wealth management and other events of life.
Responsibilities of Legal Assistant:
Organisational Support
- Effective and proactive diary management, and awareness of Fee Earners' workloads to plan ahead, with minimal supervision
- Processes relevant applications, forms or searches, with minimal supervision
- Has a good knowledge of all systems/processes used within the Department
Client Relationship and Business Development
- Provides excellent service to clients, both internal and external, in a timely and professional manner, presenting a positive image of the Firm at all times
- Acts as a first point of contact for Fee Earners
- Provides assistance in the delivery of marketing communications, and records all business development meetings in InterAction
- Recognises, respects and honours client confidentiality at all times
Document Production
- Creates typed work of a high quality, formatting in accordance with house style, at high speed, with accuracy and following internal guidelines
- Makes effective use of the Document Management System
- Creates new documents from the Firm’s templates, using contact data from InterAction where appropriate
- Proof-reads all documents for spelling, grammar and sense, querying wording where appropriate
IT Skills/Systems
- Maintains a high level of proficiency in core IT applications including the Microsoft Office suite (Word, Excel, PowerPoint and Outlook)
File Management
- Adopts a pro-active approach and works with Fee Earners effectively, to maintain regular file management, to ensure all files are up to date, closed and archived, as appropriate
- Keeps accurate records of all files sent to off-site storage via Records
Financial Risk Management
- Prepares bills, as required by Fee Earners
- Prepares AML documentation and obtains relevant documentation from clients in a timely manner, as required by Fee Earners
- Carries out conflict searches and correctly identifies the work type
Education and Qualifications of a Legal Assistant
- Qualified to GCSE standard, grade C (or equivalent) at Mathematics and English essential
- Previous secretarial experience in a law firm essential
