Secretary – Tax & Estate Planning
Company Profile One of the largest legal practices in the county, offering a wide range of services specifically for businesses together with legal support for individuals. With over 230 years of history they have some very long-standing clients and great heritage in Kent. Position Expectations To work as part of the tax and estate planning team providing secretarial and administrative support to the fee earners within the department. To ensure work is completed in an efficient and timely manner within the parameters of ISO 9001 standards. To promote the professional image of the firm at all times. Ideal candidates must possess legal secretarial experience. Up-to-date knowledge of wills, probate and inheritance tax planning would be a distinct advantage as well as secretary experience with a tax and estate planning environment. They must also possess excellent communication, organisational skills and an excellent working knowledge of Microsoft Office. Key Duties · To prepare correspondence and documents through audio-typing (BigHand) and word processing. · To make appointments, arrange meetings and maintain up-to-date diary for fee earners. · To deal whenever possible with routine client enquiries and communications. · To administer filing which will include daily filing and the opening, closing, storage and retrieval of client files within the parameters of policy and procedures. · To prepare mail and enclosures. · To prepare documents/reports as required by the fee earners. · To attend clients both in person and on the telephone and to provide such support in a professional and friendly manner in keeping with the firm’s standards for client care. · To provide support to other secretaries as required. · To ensure the confidentiality of all the firm’s client’s documentation and information. · To attend and contribute to departmental meetings. · To undertake any other reasonable tasks to assist the department, as requested by the practice head. · Reception cover from time to time.