Private Client Secretary

Private Client Secretary

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Room At The Top Recruitment

At a Glance

  • Tasks: Support a Senior Solicitor with administrative tasks and client communication.
  • Company: Friendly law firm in Hertfordshire offering a collaborative work environment.
  • Benefits: Competitive salary, excellent benefits, and hybrid working options after training.
  • Other info: Flexible hours and opportunities for professional growth in a supportive setting.
  • Why this job: Join a dynamic team and gain valuable experience in the legal sector.
  • Qualifications: Experience as a Legal Secretary and strong IT skills are essential.

The predicted salary is between 30000 - 40000 £ per year.

Our client based in Hertfordshire is recruiting a Private Client Secretary to join their busy and friendly team. The successful candidate will assist the members of the Private Client practice area in carrying out their duties and responsibilities. This is a full-time maternity cover contract until April 2026, working 36 hours per week. The working hours are 9.00am - 5.15pm, Mon-Thurs and 9.00am-5.00pm on Friday. Our client offers the option of hybrid working after completing initial training. The role offers a competitive salary, plus excellent company benefits.

The purpose of the role is to support a Senior Solicitor and Legal Executive undertaking administrative work and minor fee earning work and the preparation of standard documents. Our client is looking for a flexible, hardworking individual who thrives on variety and is prepared to take ownership of tasks. It is essential that the successful candidate has a sound knowledge and practical experience of Legal Secretary work and preferably is already experienced in a similar role within Private Client.

Duties include:

  • Provide secretarial and administrative support within the Private Client practice area
  • Maintain the highest level of confidentiality always
  • Proactively manage diaries and possess time management skills
  • Liaise with clients (and third parties) by correspondence, telephone, or attendance
  • Answer queries and relay necessary information in a professional and confident manner
  • Type a wide range of documents with speed and accuracy and pay attention to detail
  • Draft routine correspondence
  • Assist in the preparation and proofreading of legal documents
  • Assist the other members of the Private Client practice area in organising their work effectively
  • Build and maintain client relationships
  • Carry out any reasonable instruction from the HOPA and other members of the team in a quick efficient manner
  • Prepare bills, covering letters and take responsibility for the monitoring and reporting of unpaid bills to fee earners and carry out follow up tasks
  • Monitor client ledgers and liaise with fee earners regarding housekeeping matters, including dealing with accounting issues and file closures
  • Carry out procedural file reviews
  • Maintain the orderly running of client files and update file labels and outlook with key dates as and when necessary
  • Participate in practice area meetings
  • Comply with the Firm’s file management and file organisation procedures
  • Comply with the Firm’s, SRA and the Law Society’s rules about accounting procedures
  • Under the overall guidance of the relevant team member to assist in dealing with clients’ matters in an efficient manner
  • Record messages and attendances and ensure that the relevant team member receives information in an appropriate and timely manner
  • Assist with Seminars if required

About the person:

  • Appropriate Secretarial qualifications and/or experience
  • Experience and ability to work in a confidential manner
  • Ability to multi-task and cope with a busy and varied workload
  • Excellent IT skills
  • Exemplary level of attention to detail
  • Efficient time-management skills
  • Efficient, reliable, helpful, and enthusiastic
  • Confident, professional, and friendly with the ability to build good working relationships internally and externally
  • Initiative, drive and motivation to work at home
  • Effective and proactive team worker
  • Flexible and adaptable mindset
  • 'Hands-on’ approach
  • Meticulous organisational skills
  • Excellent oral and written communication skills
  • Excellent client service skills
  • Personable and professional manner
  • Honesty and discretion
  • Ability to work under pressure and within deadlines
  • Ability to problem solve

General requirements:

  • To work within the Private Client team and within the Firm if required
  • To perform any duty not specifically referred to above, which may be reasonably requested by the Private Client team
  • To maintain a level of confidentiality appropriate to the role
  • To deal with colleagues, clients, and other external contacts in a friendly and efficient manner
  • To observe the Firm’s policies, rules, and procedures
  • To act in the best interests of the Firm always
  • To have a suitable workspace at home and efficient broadband

Private Client Secretary employer: Room At The Top Recruitment

Join a dynamic team in Stanstead Abbotts where your administrative skills will be valued and nurtured. Our supportive work culture fosters collaboration and growth, offering you the chance to develop your career while enjoying competitive pay and holiday benefits. With a focus on effective communication and teamwork, this role provides a meaningful opportunity to contribute to the smooth running of our office operations.

Room At The Top Recruitment

Contact Details:

Room At The Top Recruitment Recruitment Team

We think you need these skills to ace Private Client Secretary

Legal Secretary Experience
Confidentiality
Diary Management
Time Management
Client Liaison
Document Preparation
Attention to Detail