Legal Personal Assistant

Adjacency is excited to be partnering with a dynamic and progressive legal firm based in Stratford-Upon-Avon to recruit a motivated and ambitious Legal Personal Assistant in the Private Client Department. Our client is a well-established business with a national reputation and top-tier rankings in Chambers and the Legal 500, offering excellent opportunities for exposure to diverse and high-quality work.

As a PCD Legal Secretary, you will be instrumental in delivering effective administrative support to fee earners while ensuring a high standard of service for clients and professional contacts. You will serve as a reliable point of contact, facilitating clear communication and the smooth handling of client matters and day-to-day administrative tasks.

Key Responsibilities

Administrative & Document Support

• Carry out tasks delegated by fee earners, including digital dictation.
• Draft client correspondence and communications with professional bodies.
• Prepare legal documents such as Wills, Codicils, and Lasting Powers of Attorney.
• Enter client data and open new matters using the firm’s practice management system.
• Draft client engagement letters and scope of work documentation.
• Manage file closures and oversee archiving procedures.

Client Communication & Liaison

• Communicate with clients in person, via email, and by phone; handle enquiries and maintain accurate notes.
• Schedule client appointments, book meeting rooms, and maintain fee earner diaries.
• Gather necessary documentation and background for client meetings.
• Assist clients with completion of identification checks and related requirements.

Compliance & Office Management

• Support the preparation of compliance documents and liaise with the compliance team to ensure smooth onboarding.
• Assist with finalisation and engrossment of Wills and associated documents.
• Handle document filing, scanning, and client data management using the legal practice management system.
• Generate posting slips for financial transactions.
• Organise document archiving and retrieval from external storage facilities.

Knowledge & Experience

Skills & Attributes

• Strong typing and organisational abilities.
• Capable of working independently as well as collaboratively.
• Excellent client service skills with the ability to foster strong professional relationships.
• Proficient in Microsoft Office, particularly Outlook and Word.

Experience

• Previous experience as a secretary or administrator in a Private Client department is preferred.