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Private Client Secretary benefits include:-
25 days holiday a year (plus bank holidays), Birthday off work, Health Plan, Employee Assistance Programme, Staff Discounts,free parking plus more.
As a private client secretary you will be responsible for:-
- Preparing correspondence and documents through audio, copy typing and laser forms.
- To administer filing in correct dated order and on a timely basis. This will include daily filing and the opening, closing, storage and retrieval of client files.
- To prepare mail and enclosures for despatch.
- To make appointments, arrange meetings, book meeting rooms and to maintain an up-to-date diary for the Legal Advisor.
- To attend clients both in person and on the telephone and to provide assistance in a professional and friendly manner in keeping with the firm’s standards for client care.
- To ensure that any telephone calls are answered promptly and ensure that telephone messages are passed promptly and accurately to Legal Advisors.
- To carry out the file opening procedures after the file is opened by the Legal Advisor by completing the relevant screens in the case management system and the administration i.e labels, file cards, risk assessment sheets.
- To carry out copy typing of documents, amending and formatting complex documents such as Wills, lasting powers of attorney or deputyship forms.
- To ensure that correct procedures relating to the storage and sending out of clients deeds and documents are followed at all times
- To ensure compliance with money laundering regulations.
In order to be successful as a private client secretary you should have:-
- Experience in audio and copy typing
- Excellent communication skills
Working hours are Monday to Friday 9am to 5pm.
Bridge Recruitment Ltd are acting as an Employment Agency.
