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Private Client Legal Secretary

23,000 - 23,000
 

Job Description

My client who are based in Leamington, are seeking an experienced Legal Secretary to join their Private Client team. 

I am able to consider candidates seeking full-time or part-time roles. 

Providing Comprehensive Secretarial support to the Private Client team your key duties will include:
• Dealing with client due diligence and processing the relevant checks;
• Assisting in the drafting of Wills & Lasting Powers of Attorney;
• Generating letters and sending by email or uploading to a client portal;
• To ensure the confidentiality and security of all practice and client's documentation
and/or information;
• Provide photocopying support to the team;
• Answering calls;
• Seeing clients in person to sign documentation or answer queries.
Training
• Fraud;
• Data Protection;
• Anti-Money Laundering training;
• Cybercrime;
Inclusive responsibilities:
• To act in the best interest of the firm at all times;
• To adhere to the firm’s policies at all times;
• To be respectful at all times to colleagues, suppliers, clients and any other visitors
of the firm;
• To provide a high standard of client care.

The Candidate:

We are looking for an experienced Secretary with knowledge of Private Client and; 
• Excellent communication skills, both written and oral;
• Excellent time management skills;
• Accuracy and attention to detail;
• Numeracy and IT skills;
• Ability to plan work and prioritise tasks;
• Interpersonal skills, to work as part of a team or with other people and
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