Private Clients Legal Secretary

Job Title: Private Client Legal Secretary
Location: Shirley
Salary: £26,000

About the Role:

We are seeking a highly organised and experienced Private Client Legal Secretary to join our client’s reputable firm based in South Birmingham.
You will play a vital role in managing diaries, maintaining accurate client files, and supporting fee earners in their day-to-day activities.

Key Responsibilities:

• Organising appointments, meetings, and conference calls for fee earners.
• Opening and closing files, maintaining accurate filing systems, and managing inboxes.
• Communicating professionally with clients, taking messages, handling queries, and ensuring smooth correspondence.
• Typing legal documents and correspondence to a high standard, including audio and copy typing.
• Managing and coordinating fee earners’ billing and financial requirements.
• Preparing client engagement letters, conducting conflict checks, and handling HMRC forms.
• Scanning, copying, and maintaining Wills and other important documentation.

• Minimum 3 years as a Legal Secretary/PA within a private client team is essential.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), case management software, and legal finance systems.
• Strong diary management, prioritisation, and multitasking skills.
• Excellent interpersonal skills to build strong relationships with clients and colleagues.