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Legal Secretary - Private Wealth

  • Location:

    Camberley, Surrey

  • Sector:

    Admin & Secretarial

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Woking Branch

  • Contact email:

    woking.web@brookstreet.co.uk

  • Job ref:

    WOK/571773_1615999844

  • Published:

    5 months ago

  • Expiry date:

    28/04/2021

  • Startdate:

    asap

Job Description

My leading Camberley client is seeking an expeirence Legal Sectratry to join there fast paced team and friendly team, the ideal candidate with have experience in Private Wealth, needs to be very organised and able to use Big Hand or similar to manage the volume of dictation produced whilst handling the calls and other secretarial duties.

Day to day duties will include -

To build and maintain a basic knowledge of the legal services provided and the processes to be followed.

To maintain an awareness of fee earner work types and specialisms and current work capacity.

To act as the first point of contact for all new enquiries in line with the new enquiry process.

To establish client needs and promote services appropriate to the client including the upselling of services.

To provide an initial overview of services and pricing.

To log all new enquiries, monitoring the enquiry spreadsheet to ensure that follow up action has been taken by the fee earner and recording outcome of enquiries.

To direct clients on existing matters to the appropriate fee earner and engage with the fee earners on client call backs.

To provide general secretarial support to the fee earners as required including digital dictation, managing diaries and booking client appointments.

To assist the PCD Admin Assistant with general administrative duties including; opening / closing files on Tikit, drafting and sending out TOBLs, conducting ID and AML checks, arch8iving and will storage etc.

To monitor the fee earning billing spreadsheets to ensure ongoing records of bills are being maintained and produce bills for clients throughout the monthly billing cycle where possible and at month end.

To update the fee earners on the billing position and WIP management.

To produce reports and conducting analysis as and when required e.g. conversion rates, WIP, BD activities etc.

To book professional skills training for fee earners as appropriate.

To maintain a record of planned and completed department BD activities and prompt fee earners to complete outstanding tasks on a weekly basis using the practice management system.

To assist with the administration associated with department BD campaigns / initiatives.

To act as a witness for will signings.

To deal with will collections.

To ensure compliance with procedures laid down in Firm's Staff Manual (the up to date version of which is maintained on the Firm's Intranet).

To comply with IT procedures laid down in Firm's Security Manual (the up to date version of which is maintained on the Firm's Intranet).

To comply with risk & quality standards laid down by the Firm in the Risk & Quality Manual (the up to date version of which is maintained on the Firm's Intranet).

If this sounds of interest - please apply today by sending your cv.

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