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Date Added: Thu 08/07/2021

Legal Secretary / Legal PA (Private Client)

Guildford, UK
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Job Type: Permanent, FullTime

Salary: £28000/annum

We have just taken a fabulous Legal PA role to work within Private Client.

Providing a full PA and secretarial service supporting Partners and Legal Advisors and where required cover any secretarial absences within the rest of the office.

Main responsibilities

* Full diary management.

* Email management.

* Collation and sending out of client monthly reports.

* Undertaking regular billing /financial management relating to various clients.

* Preparation of draft emails and correspondence for approval.

* Typing reports, file notes and attendance notes.

* Complex document production and amendments.

* Preparing enclosures ready for signing and sending out with the post.

* Opening and closing client files

* Filing and eFiling of incoming and outgoing post and correspondence.

* Preparation of Expense claims.

* Undertaking all client filing management and archiving tasks.

* Updating Interaction with client contact details.

* Management of client data sites including uploading of documents and issuing invitations to third parties to access the site.

* Liaising with clients mainly over the telephone.

* Organising meetings, travel arrangements etc.

* Answering the telephone and dealing with routine enquiries

Skills and qualifications

* Previous legal secretarial experience preferred within Private Client or similar practice area.

* Self-motivated and able to work without supervision and to a high standard

* Good working knowledge of various applications - Word, Outlook, digital dictation (Powerpoint and Excel helpful but not a necessity).

* Excellent presentation skills reflected in their work.

* A methodical and organised approach with keen attention paid to every detail.

* Good organisational skills to ensure that the tasks are effectively scheduled

* Friendly and helpful approach to dealing with queries.

* Excellent communication skills and telephone manner.

* Ability to prioritise, be organised and efficient.

* Ability to work under pressure.

* Good listening skills

Salary is dependent on experience but will be up to £28,000 + superb benefits and working conditions
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