Private Client Legal Secretary Ripon

Looking to recruit an experienced Private Client Legal Secretary to join a busy practice within an established Private Client Team. 

Main responsibilities:

• Copy and audio typing of letters, file notes, Wills, LPAs and some conveyancing forms
• Use of case management system to progress matters
• Opening files and preparing client care documentation
• Ensuring that matters are progressed as quickly and accurately as possible
• Dealing with incoming post as delegated by the fee earner
• Recording all correspondence including emails on the case management system
• Carrying out practical steps to progress a file as delegated by the fee earner and dependent on the experience of the secretary (including where appropriate drafting Wills and LPAs using Arken and Express Wills and Probate documents and using Probate Plus)
• Requesting searches and insurances from our agents
• Ensuring that the outgoing post leaves the office on time
• Taking telephone calls on behalf of the fee earner and assisting callers wherever possible
• Dealing with financial aspects of the files including drawing echits for money in and out as appropriate
• Preparing files for archiving and bringing them to the attention of the fee earner; ensuring that these files are signed off and sent to the receptionist for archiving off the system
• Keeping the fee earner’s files tidy and in good order
• Ensuring that filing is up to date
• Any other tasks as reasonably delegated by the fee earner or within the practice including providing cover for other secretaries and reception as and when necessary

 

Excellent opportunity to join a leading firm and work with some of the most talented and experienced Legal Professionals.