Private Client Legal Secretary
Job Description
Job title: Private Client Legal Secretary
Company: Strictly Recruitment
Job description: The chance to work for a well respected, legal 500 firm with amazing benefits and a brilliant work enviroment. You would be working in their impressive private client team as a legel secretary. Below is in insight in what your day to day duties may include.Duties:
- Opening files and assisting with CDD process. Getting ID from client.
- Liaising with clients and fee earners to organise meetings
- Managing fee earners diary and inbox (where appropriate)
- Assisting with bookings for conferences, restaurants where necessary.
- Taking telephone calls and messages for fee earners.
- E-filing and making sure everything is saved correctly to DMS in house style.
- Document production, and reformatting documents to ensure all in line with house style.
- Preparing and sending out correspondence
- Calling back Wills/Deeds/files for the fee earners using forms on Firm\’s intranet
- Formatting Wills/Deeds and other documents through the Practical Will/Trusts precedent
- Paper filing (for originals) as PCD like to keep an actual file with all this on. eg. all AML in the pink folders, original letters, copies of the deeds/Wills etc) as well as e-filing it all.
- Archiving of files and documents and filling out the relevant forms from the Firm\’s intranet
- Use the precedent letters for Probate matters which are under PCD Precedents/Probate.
- Preparing posting slips for monies coming in and going out.
- Preparing Probate Information Sheets
- Amending Excel Accounts
- Billing – preparing billing guides and draft bills for fee earners. When bills have been processed by finance – saving them to DMS, finalising by adding narrative or bill summary, and preparing it for fee earners to send to client.
- Any other ad hoc duties as requested by team members.
