Direct message the job poster from Adjacency Recruitment Group
Professional Services Recruitment Consultant.ATT Qualified
Adjacency is excited to be partnering with a dynamic and progressive legal firm based in Stratford-Upon-Avon to recruit a motivated and ambitious Legal Personal Assistant in the Private Client Department. Our client is a well-established business with a national reputation and top-tier rankings in Chambers and the Legal 500, offering excellent opportunities for exposure to diverse and high-quality work.
As a PCD Legal Secretary, you will be instrumental in delivering effective administrative support to fee earners while ensuring a high standard of service for clients and professional contacts. You will serve as a reliable point of contact, facilitating clear communication and the smooth handling of client matters and day-to-day administrative tasks.
Key Responsibilities
Administrative & Document Support
- Carry out tasks delegated by fee earners, including digital dictation.
- Draft client correspondence and communications with professional bodies.
- Prepare legal documents such as Wills, Codicils, and Lasting Powers of Attorney.
- Enter client data and open new matters using the firm’s practice management system.
- Draft client engagement letters and scope of work documentation.
- Manage file closures and oversee archiving procedures.
- Communicate with clients in person, via email, and by phone; handle enquiries and maintain accurate notes.
- Schedule client appointments, book meeting rooms, and maintain fee earner diaries.
- Gather necessary documentation and background for client meetings.
- Assist clients with completion of identification checks and related requirements.
Compliance & Office Management
- Support the preparation of compliance documents and liaise with the compliance team to ensure smooth onboarding.
- Assist with finalisation and engrossment of Wills and associated documents.
- Handle document filing, scanning, and client data management using the legal practice management system.
- Generate posting slips for financial transactions.
- Organise document archiving and retrieval from external storage facilities.
Knowledge & Experience
Skills & Attributes
- Strong typing and organisational abilities.
- Capable of working independently as well as collaboratively.
- Excellent client service skills with the ability to foster strong professional relationships.
- Proficient in Microsoft Office, particularly Outlook and Word.
Experience
- Previous experience as a secretary or administrator in a Private Client department is preferred.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Legal
Industries
Legal Services
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