Private Client Legal Secretary

Major Recruitment Oldbury are delighted to be recruiting for a well known law firm in the Birmingham area who are seeking a Private Client Legal Secretary to work at their Shirley firm.

Duties and tasks will include:

• Diary management responsibilities including making appointments, organising meetings.
• File management responsibilities. Opening and closing files including ensuring filing systems are maintained accurately and up to date. Undertake e-mail management (manage inbox and file e-mails), ensuring that urgent emails are promptly picked up by fee earners, or forwarded to another fee earner in their absence.
• Proactive client liaison including taking messages, passing on information and dealing with simple queries.
• Work collaboratively with other secretarial support to provide a responsive and professional secretarial support service to fee earners and clients.
• Management and co-ordination of the fee earners’ billing and financial requirements.
• Audio and copy typing of legal documentation and correspondence, to a high standard.
• Manage the production of all documents (even those not typed personally) from initiation to delivery back to the relevant fee earner.
• Organising conference or meetings calls on behalf of the fee earner.
• Preparing client engagement letters, conflict and money laundering checks at the direction of the fee earner.
• Dealing with and filing and storing Wills and forms i.e HMRC.
• Responsible for copying, scanning, faxing required by fee earners, including the preparation of files.

Candidates welcome to apply for the role will have the following:

• Experienced Legal Secretary/PA with a minimum of 3 years' experience within a private client team is essential.
• Must possess excellent diary management, organisation and prioritisation skills.
• Must be able to communicate effectively and build good relationships with clients and staff within the firm.
• Sound technical skills in the following areas:
• Microsoft Office IT skills - Word, Excel, PowerPoint, Outlook.
• Proven document or case management skills.
• Proven experience of using a legal computerised finance system.
• Audio typing is essential (please only apply for this role if you are able to audio type)

Hours of work are Monday to Friday 9am to 5.30pm.