- File administration: including the opening of files (and associated AML / compliance tasks), the closure and storage of completed files.
- Ensuring accurate and pertinent information is taken from the client during the initial instruction phase, using your private wealth knowledge.
- Regular contact with clients to keep them up to date with the progress of their matter.
- Assist with the billing and credit control process by liaising with lawyers and the accounts team to produce reports and invoices through the system.
- Accurate recording of information in the practice management system.
- Drafting of letters, documents, and forms using the case management system and/or Microsoft Word – including those that have been dictated by the lawyer involved.
- Daily diary management for yourself and the lawyers you support.
- To manage the appointments and meetings of the lawyers you support, both internal and external.
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Legal Secretary - Guildford, Surrey, United Kingdom - Harwood Recruitment Solutions Ltd
Description
I'm currently supporting a leading top 200 Law firm recruit for a Private Wealth Legal secretary, this role is a part time role working 4 days per week. You will be part of a wider team of Legal Secretaries and will provide high-level secretarial and administrative support to a select number of lawyers within the team, including a Senior Associate and a Solicitor. The team handles a broad range of private wealth matters on behalf of High New Worth, and the Legal Secretary will play a vital role in the management of these matters, and the delivery of an outstanding client service.
Some of your duties will include;
