PA Legal Secretary Private Client

PA – Legal – Private Client

Full Time – onsite, Epsom Based
Salary - £30- £32k

The prime role of the PA is to provide direct support to the Private Client Team.

• Prepare correspondence and documents through audio-typing and word processing.
• Administer filing which will include daily filing and the opening, closing, storage and retrieval of client files in accordance with the detailed procedures contained in the office manual.
• Prepare mail and enclosures for dispatch.
• Arrange for all copying to be done if an Office Assistant is not available to undertake the task.
• Make appointments, arrange meetings and maintain an up-to-date diary for fee earners.
• Prepare the conference room for meetings as necessary and for the tidying and clearance of the room at the end of the meeting.
• Provide refreshments when asked to do so.
• Provide support to other secretaries as required.
• Provide guidance to junior and temporary secretaries when required to do so.
• Attend to clients both in person and on the telephone and provide such support in a professional and friendly manner in keeping with the firm’s standards for client care.
• Undertake any specific training when required to do so and overall to have a responsibility towards self-development.
• Ensure the confidentiality of all the Firm’s and clients’ documentation and information.
• Undertake on-line form filling requirements.
• Operate the firm’s case management system.
• Maintain or improve on the current standards of document presentation.
• Consider improvements to the efficiency of the department.
• Undertake other duties as required from time to time.

• Good general level of education and fast touch-typing skills.

• Substantial previous legal secretarial experience including at least 2 years’ experience in the specialist area.
• Advanced IT skills in relevant packages.
• Keeps up with fee earner’s work production.
• High accuracy levels.
• Communicates professionally with clients both on the telephone and personally.
• Provides good customer care.
• Demonstrates a pro‑active approach to work and clients.
• Progresses client matters without supervision and in the absence of fee-earners.
• Takes on other tasks.
• Demonstrates ability and willingness to work to deadlines, to cope under pressure, use initiative, prioritise workloads effectively, work as part of a team.
• Demonstrates clear commitment to the firm and a genuine interest in legal work.
• Has a good attendance record year on year.
• Demonstrates a positive attitude, well‑developed interpersonal, social and communication skills including an appreciation of the vulnerability of some of the clients, both generally and also specifically at distressing times.

• Prior knowledge of Practice Evolve or other case management systems.

To help speed up the process of uploading your CV to the client we would suggest that you send us your CV in Word format (or equivalent) if possible, rather than as a PDF.

Disclaimer:
Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants within 14 days then unfortunately you have not been shortlisted for this role.

Head Office:
Carlton Recruitment Solutions Ltd Global House, 1 Ashley Avenue, Epsom, Surrey KT18 5AD