Legal Secretary -Private Clients

Legal Administrative Assistant Job Title: Legal Secretary - full time, permanent role Hours: 9:00-5:30Location: LondonDepartment: Private ClientJob Purpose: Assist Private Client Fee Earners in day-to-day business Key TasksReporting to Private Client Partner and other Private Client Fee Earners as appropriate.The main tasks and responsibilities of the role include but not limited to:Scanning post and filing scanned docs to correct client matter. Giving hard copies to fee earner and filing when requiredOpening both electronic, and when required, paper filesPreparing retainer letters and sending sameCompleting AML proceduresChecking client bank account daily and preparing and filing yellowsBooking/rescheduling appointments for fee earnersChasing clients for missing documents/responsesLiaising with HMRC and HMCTS when requiredAnswering telephone calls when receptionist and administrator are not availableDealing with out-going post as and when requiredMaintaining well-organised digital and physical files in line with firm protocols and data protection requirementsUpdating internal systems to reflect current case status, deadlines, and task.Meeting and Greeting visitors, as and when required (providing refreshment if required)Preparing and updating Probate Schedule spreadsheetPreparing and submitting Probate closure formsPreparing and maintaining fee earner file listsAssisting in the preparation of estate accounts, letters to beneficiaries, and notifications to banks, HMRC, and ..... full job details .....
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