Role title: Legal Secretary - Banking
Location: London
Hybrid : 3 days in the office, 2 from home
Job type: Full Time, Permanent
Owen Reed is looking to recruit a motivated Secretary to support a banking team for a top law firm in London on a permanent basis.
Reports to: Secretarial Manager Main purpose of the role:
To provide fee-earners with proactive and high-quality secretarial support that appropriately meets their requirements, enabling them to focus on providing legal services to clients and reducing the need for them to undertake administrative tasks.
Key relationships of Legal Secretary:
• Daily contact with Partners and Associates for work allocation.
• Daily contact with other secretaries and team administrators within and across practice group(s) to
provide/request assistance.
• Regular contact with your Secretarial Co-ordinator or Secretarial Manager for wider work
distribution.
• Occasional contact with Secretarial Manager for escalations or issues.
• Building and maintaining relationships with colleagues and key stakeholders.
The role & team
Main Duties & Responsibilities of Legal Secretary:
Diary and contact management
• Proactively manage and maintain fee-earners' diaries, scheduling appointments and co-ordinating internal and
external client meetings and ensure all work activities are scheduled effectively, including the identification and
resolution of potential challenges and clashes.
• Having a good knowledge of fee earners clients, liaising with their PAs.
• Monitor individual responses for meetings and update fee-earner(s) as required. Ensure fee-earners have
relevant materials and information in advance of each meeting.
• Arrange the booking of conference rooms, video conference facilities, taxis refreshments, restaurants, and liaising
with meeting attendees, both internal and external.
• Monitoring and responding to post and/or emails, prioritising correspondence to enable fee-earners to focus on
urgent matters and using initiative to route emails to the appropriate individuals for swift response and action;
wherever possible, responding to and filing emails on behalf of fee-earners to reduce volume
• Organising travel arrangements through the firm’s travel company, booking and confirmation of reservations, flights,
hotels, car transfers, ordering currency and expense claims and producing detailed itineraries.
Administrative tasks
• Day-to-day administrative tasks such as photocopying, scanning and demonstrating the ability to delegate to appropriate
department(s) and team administrators, when necessary, e.g. for organising large volume printing, photocopying,
document production.
• Effectively manage new client matter opening and any additional tasks and duties relating to this process, following
Service Excellence workbooks and process throughout.
• Organise document management, including closing of files, archiving and ensure that all relevant documents are filed electronically and paper-based, if required.
• Dealing with and submission of travel invoices and expense claims using Chrome River.
• Submitting invoices for payment through the Accounts Payable team and monitoring progress.
• Demonstrate an understanding of the end-to-end billing process and AX (Financial system); assisting fee-earners by
proactively leading on relevant administrative processes, to ensure that bills are completed within required timeframe.
• Prepare WIP reports to be reviewed by fee-earners.
• Supporting fee-earners, Secretarial Co-ordinator or Group Head on time recording (Intapp), including reporting as
required.
• Supporting fee-earners with maintenance of InterAction; ensure new business contact details are entered and contacts
from fee-earners Outlook address book are shared, updating changes of contact and entering activities when a M&BD
activity is planned with a client or target by own fee-earner, proactively downloading and printing reports on contacts
ahead of meetings and pitches with the contact.
• Supporting team in updating information on the SharePoint intranet or in managing and maintaining particular pages.
• Supporting fee-earners with the preparation of speaker CVs and formatting of speaker materials, RSVP management for
events sponsored by own fee-earner by responding to MS Team calls and email enquiries from interested delegates,
responding to fee-earners’ queries about attending delegates using InterAction reporting function, notifying own feeearners about events that are coming up in their/other office when visiting using intranet events calendar and notifying
the organiser if fee-earner wishes to attend.
Preparation of key documents and correspondence
• Drafting letters and correspondence as required.
• Proof-reading all work to ensure that completed documents are delivered accurately and to a consistently high standard
• Preparation of agendas, presentations and meeting papers, including print production and timely distribution and
chasing papers for meetings and ensuring that fee-earners have papers and adequate preparation time.
• Submit edits and format changes to bids, pitches and other client documents to Document Management Centre and monitor progress.
• Drafting letters and correspondence as required.
• Sourcing fee-earners’ CVs for pitches and co-ordinating the update of the CVs for the pitch then submission to the BD
contact by required deadline and/or submission of pitch documents where online submission is required.
• Support with presentations for client training, seminars and conferences if required by submitting to Document
Management Centre to ensure they meet the firm’s branding and house style guidelines.
• Maintenance of CVs; maintaining fee-earner CVs on CV Bank and the website to include entering content changes as
directed by fee-earners, and proactively supporting the quarterly CV review by printing all versions of own fee-earners’ CVs from CV bank for review and mark-up, proactively asking fee-earners about adding new deals and cases to their CV upon completion of a matter.
What we’re looking for
Person Specification:
Education / Qualifications / Experience:
• Experience working as a secretary within a professional services environment
Knowledge and Technical Skills:
• Good working knowledge of all Microsoft applications
• Experience of working with house-styles and branding
• Good working knowledge of document and client relationship management systems, OCR/PDF software and
financial recording applications
General Skills of Legal Secretary:
• Client service orientated approach
• A proven working understanding of teamwork
• Problem solving skills and solutions focused
• Advanced communication skills at all levels
Self-management, ability to take ownership and excellent organisational skills, with the ability to prioritise work calmly and effectively in a pressurised environment
• Accountability and professionalism
• Business and organisation awareness
• Ability to develop self and others
• Attention to detail and discretion with confidential information Able to work effectively as
part of a diverse and inclusive team Creative and forward-thinking approach to tasks
Other requirements:
• Flexibility with working hours as required and willingness to work extra and on occasion unsociable hours when
required.