Legal Secretary/Assistant - Private Client

Full Time, Permanent Harpenden Up to £25,000 per annum Ref No: IPRS5761

Our client has a vacancy for a Legal Secretary/Assistant to provide competent and efficient support to the private client department. Also to provide support to other fee earners in the firm as may be required in the following areas:

Opening/closing/storage and retrieval of files in accordance with procedures;
Carry out firm risk assessments, conflict and AML checks;
Audio and Copy typing;
Collate work received from the outsourcing company ready to be sent out;
Assist with house clearances, arranging funerals and any other relevant duties when directed by the fee earners;
Ensuring all client details are kept up to date;
Managing database for Wills and Deeds;
Extensive client contact with enquiries and location of Wills/LPA’s/Deeds;
Ensuring thorough checks are carried out prior to sending out original documents or discussing confidential information;
To attend to clients whenever necessary in a sympathetic and caring manner in person or on the telephone with a high level of client are at all time;
Co-ordinating the Luton Private Client diary;
Arranging for fee earners to have everything available for their client meetings;
Checking post and dealing with matters arising when required;
Liaising with clients face to face or by telephone;
Scanning and copying;
Preparation of files in readiness for archiving;
Assist the fee earners to ensure their Matter Lists are up to date;
Assistance with financial management of fee earner’s caseload, including debt recovery;
Other areas of the fee earner’s role where specific assistance is required;
Liaison with the Systems Administrator as to the maintenance of a library of precedents;
Always use your best endeavours to promote the firm’s public image and encourage new clients to the firm;
Any other relevant tasks as required by the Fee Earners, Head of Department, Partners Practice Director and the Finance Director.

An understanding of Private Client procedures to include completion of forms;

Ability to work independently, as well as in conjunction with the rest of the firm;

Demonstrates persistence and commitment to completing tasks and objectives;

Delivers output to the highest standard;

Excellent telephone manner;

Multi-task in a busy environment;

Ability to prioritise;

Fast typing skills;

Confident using Case Management systems;

Outstanding organisational skills;

High level of accuracy and attention to detail;

Excellent communication, ability to converse with a diverse range of people at all levels;

A team player within the firm;

Understand the importance of confidentiality;

Able to use initiative;


Committed to maintaining high standards of client care;

Steadiness under pressure;

Reliable and dependable;


Flexible and adaptable;

Positive attitude, can-do attitude.

Due to the large number of responses we receive it is not always possible to respond to every application. We will only contact those candidates short-listed for this role. If you have not heard from us within 7 days please assume you have been unsuccessful on this occasion. If you wish to apply for further roles please do so. We will retain your details on file and contact you should a suitable vacancy become available.

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