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Vacancy

847

2024-02-28
012/24
Legal Secretary
Legal Secretary - Wetherby Region

Our client is a leading North Yorkshire Practice offering legal advice and guidance in a number of areas to include both contentious and non contentious law. They are now seeking a fully experienced legal secretary to handle a multitude of tasks. This is a progressive role, full time with many benefits and a hugely competitive salary. Your duties will include:

  • Preparing correspondence and documents through audio, copy typing and laser forms, ensuring that such correspondence and documents are checked for errors before passing to Legal Advisor.
  • To administer filing in correct dated order and on a timely basis. This will include daily filing and the opening, closing, storage and retrieval of client files in accordance with the detailed procedures contained in the Office Procedures Manual and Departmental Guidelines.
  • To prepare mail and enclosures for despatch, ensuring that all mail to be posted is given to the Legal Advisor with all relevant enclosures.
  • To make appointments, arrange meetings, book meeting rooms and to maintain an up-to-date diary for the Legal Advisor.
  • To provide support and guidance to other assistants as required and at all times work as a team player.
  • To attend clients both in person and on the telephone and to provide assistance in a professional and friendly manner in keeping with the firm’s standards for client care.
  • To ensure that any telephone calls are answered promptly by answering colleague’s telephones if they are not available and ensure that telephone messages are passed promptly and accurately to Legal Advisors.
  • To carry out the file opening procedures after the file is opened by the Legal Advisor by completing the relevant screens in the case management system and the administration i.e labels, file cards, risk assessment sheets.
  • To carry out copy typing of documents, amending and formatting complex documents such as wills, lasting powers of attorney or deputyship forms.
  • To comply with the firm’s procedures and standards for correspondence and documents (including typing, saving and printing) and to make the best use of facilities including Proclaim and Word to ensure maximum efficiency.
  • To ensure that correct procedures relating to the storage and sending out of clients deeds and documents are followed at all times.
  • To ensure compliance with money laundering regulations.
  • To prepare invoices and complete Accounts documentation as and when directed by the Legal Advisor.
  • To prepare file closure forms and follow procedures contained in the Office Procedures Manual and Department Guidelines to ensure the files are given to the Administration team upon closure.

Our Ref 014/24

Salary negotiable

Essential requirements – substantial legal secretarial experience

Neg
Wills & Probate
North Yorkshire
Gail Stephenson 07786 913 492

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