Job Description

About the Firm

Wall James Chappell is a modern specialist firm of solicitors offering a wealth of expert knowledge to both corporate and individual clients not just locally but across the UK. The firm places importance on providing technically excellent advice with a practical and sensitive approach, working in partnership with its clients. Clients receive friendly and effective advice from a solicitor whom they can trust

About the Role

We are looking for an

enthusiastic

and

experienced Private Client Secretary

, ideally with some experience in trusts, to join our friendly, office-based legal team (c. 45 staff) in Stourbridge, West Midlands.

Providing

administrative support to the fee earners

in the

Private Client department

, you will be tasked with a varied range of secretarial and administrative jobs to provide our clients with exceptional levels of care and service.

Responsibilities

Specific Duties:

Opening and creating new files

Dealing with new client enquiries

Creating and updating estate accounts on Excel

Using the Firm's case management system to best effect

Proof reading of documents

Issuing first letters

Attending will signings in or out of the office, along with other client meetings alongside a Partner

Preparing forms on Oyez

Reviewing/progressing the Partner's files in their absence on holiday

Liaising with clients via both email and telephone and keeping them updated as to progress

Booking Commissioners for Oaths

Submitting Land Registry applications online

Sending and receiving letters and emails

Preparing letters, memos and bills

Typing complex documents, including copy typing and audio typing using Bighand dictation software

Filing and general file administration

Searching will registers and safe custody register for documents and files and requesting/obtaining files from storage

Assisting with finance administration on files

Providing PA support to the Partner

Maintaining Partner's diary

Closing files

Covering for other secretaries as required

Any other work as and when required of you

General Duties

Complying with the Firm's various policies and procedures, as set out in the office manual

Ensuring the confidentiality and security of all practice and client documentation and information

Delivering outstanding client care

Experience and Qualifications

Essential

At least two years' experience working within a Private Client legal team

A good standard of English, both verbal and written

Legal right to live and work in the UK

A good standard of computer literacy and experience working with Microsoft Office

Desirable

Audio typing experience

Person Specification

Super organised

Self-motivated and able to use initiative

Friendly and helpful

Flexible and able to prioritise a changing to do list

Detail oriented and accurate

Trustworthy, discreet and dependable

Articulate

Able to work in a team

Calm under pressure

Benefits

23 days holiday plus bank holidays and Christmas Shutdown

Birthday leave

On site parking

Regular social events

Salary

To be agreed and commensurate with experience

Job Type: Full-time

Benefits:

Company events Company pension Free parking On-site parking
Experience:

Private Client legal sector: 2 years (required)
Work Location: In person