Direct message the job poster from Adjacency Recruitment Group
Professional Services Recruitment Consultant.ATT Qualified
Adjacency is excited to be partnering with a dynamic and progressive legal firm based in Stratford-Upon-Avon to recruit a motivated and ambitious Legal Personal Assistant in the Private Client Department. Our client is a well-established business with a national reputation and top-tier rankings in Chambers and the Legal 500, offering excellent opportunities for exposure to diverse and high-quality work.
As a PCD Legal Secretary, you will be instrumental in delivering effective administrative support to fee earners while ensuring a high standard of service for clients and professional contacts. You will serve as a reliable point of contact, facilitating clear communication and the smooth handling of client matters and day-to-day administrative tasks.
Key Responsibilities
Administrative & Document Support
* Carry out tasks delegated by fee earners, including digital dictation.
* Draft client correspondence and communications with professional bodies.
* Prepare legal documents such as Wills, Codicils, and Lasting Powers of Attorney.
* Enter client data and open new matters using the firm’s practice management system.
* Draft client engagement letters and scope of work documentation.
* Manage file closures and oversee archiving procedures.
* Communicate with clients in person, via email, and by phone; handle enquiries and maintain accurate notes.
* Schedule client appointments, book meeting rooms, and maintain fee earner diaries.
* Gather necessary documentation and background for client meetings.
* Assist clients with completion of identification checks and related requirements.
Compliance & Office Management
* Support the preparation of compliance documents and liaise with the compliance team to ensure smooth onboarding.
* Assist with finalisation and engrossment of Wills and associated documents.
* Handle document filing, scanning, and client data management using the legal practice management system.
* Generate posting slips for financial transactions.
* Organise document archiving and retrieval from external storage facilities.
Knowledge & Experience
Skills & Attributes
* Strong typing and organisational abilities.
* Capable of working independently as well as collaboratively.
* Excellent client service skills with the ability to foster strong professional relationships.
* Proficient in Microsoft Office, particularly Outlook and Word.
Experience
* Previous experience as a secretary or administrator in a Private Client department is preferred.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Legal
* Industries
Legal Services
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