Legal Secretary - Probate, Tax and Trusts

Recruiter
Fresh Recruits
Location
Yeovil
Posted
19 Apr 2019
Closes
28 Apr 2019
Sector
Legal
Contract Type
Permanent
Hours
Full Time

Job Title: Legal Secretary
Department: Probate, Tax and Trusts
Location:Yeovil
Salary: DOE

This is a great opportunity for a skilled Legal Secretary to join the Probate, Tax and Trusts department of a legal firm based in Yeovil.

About the role:

Your role will be to assistant the Legal Advisor(s) by providing secretarial and administrative support.

You responsibilities are to include the following:

  • Accurately create and input documents from digital dictation onto the case management system, checking with the Legal Advisor on any unclear details
  • Draft straightforward legal documents using the precedents provided, filing documents online where appropriate
  • Prioritise and manage workload effectively and ensure deadlines are met
  • Manage Legal Advisor diary and ensure clarity around purpose of appointment
  • Schedule appointments, arrange meetings, and maintain up-to-date diaries using the appropriate diary function, if requested
  • Be pro-active and provide appropriate documentation for the Legal Advisor in advance of the client meeting i.e. retrieve/request documents from store
  • When attending to clients who telephone regarding a draft that has been sent out, take details of any minor amendments and action appropriately
  • Engross all documents prior to a client appointment by checking the diary daily
  • Be aware of expected funds, notifying Accounts in advance and responding to emails from Accounts reference funds; prepare chitties independently for the Legal Advisor to sign
  • Upon receipt of payment by a client and without prompting, prepare the closing letter, Client Survey Form and File Closure forms for Legal Advisor to sign off
  • Prepare LPAs and forms to register (largely independently) from the information taken by the Legal Advisor
  • Ensure procedures are followed to check that all Deeds/LPAs/Wills are safely returned to store and receipts scanned in before a file is closed
  • Open and create new files, as instructed by the Legal Advisor, in line with the Firm's protocols
  • Assist the Legal Advisor with any aspect of file management, as requested
  • Attend to clients confidently, both on the phone and in person, accurately recording any messages and passing on to the appropriate person without delay
  • Demonstrate flexibility and a willingness to support other team members
  • Communicate effectively within and across teams
  • Demonstrate punctuality
  • Undertake any additional duties which from time to time may be requested

About you:

  • Excellent IT skills including Microsoft Office, Outlook, and database administration.
  • Good basic knowledge of practice areas.
  • Strong organisational and administration skills.
  • A minimum of 60WPM.
  • Good audio skills.
  • Ability to multitask.
  • Confident telephone manner.
  • Client focused.
  • Good interpersonal skills with ability to communicate at all levels.
  • Courteous and professional.

Ref: 9011

It is important that you include a covering letter with your CV, detailing why you feel you are suitable for this position and highlighting all relevant experience.

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