Private Client Legal Secretary/assistant - Reading, United Kingdom - G2 Legal Limited

Tom O´Connor

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Tom O´Connor

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Description
Our client is a recognised full-service law firm based in Reading. The practice is seeking to appoint an experienced Legal Secretary/Assistant to support the Private Client team.

Private Client Legal Secretary/Assistant

Reading

£23,000 - £26,000
The current team consists of two experienced Private Client and Wills & Probate fee earners.

The department deal with an array of matters including high net worth individuals with the drafting of complex and simple wills and tax planning and its related advice, lasting powers of attorney, and court of protection work, to include the administrationof estates and trusts.


You will ideally have the following skills in:

  • Dictation/audio typing
  • Completing simple Lasting Powers of Attorney documents
  • Highly proficient in Word and Excel spreadsheets and formulas
  • Some basic accounting administration, invoicing using templates
  • Opening new files, filing, photocopying, cheque requests, capturing, closing, and archiving of files, running monthly bills, and diarising payments thereof, DX, and post preparation
  • Meet with clients face to face to help administer and progress private client matters as instructed by the supervising solicitor
  • Meeting all due diligence and compliance requirements including those relating to ID, letters of engagement, conflict check and AML regulations


Ideally you will have a commercial legal background as well as excellent secretarial and administrative skills to include a good knowledge of using Excel and a typing speed of 70 WPM.

You must be accurate, well organised, approachable, confidential, and flexible.
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