Private Wealth Team Support Specialist

We are looking for a talented legal secretary ready to take on a new challenge within our Private Wealth Client Team. This is an opportunity to join a supportive company that puts its clients first and is committed to building exceptional relationships. This exciting role calls for someone who strives to excel and always puts their best foot forward. The position is based in Merry Hill, and we are seeking someone with previous legal PA or administrative experience. If this sounds like the role for you, apply now!

The Role

• Producing letters, emails, and correspondence as requested

• Filing documents both electronically and physically, in line with GDPR regulations

• Preparing legal bundles

• Supporting fee earners with the file-opening process

• General administration, including scanning, photocopying, and filing.

• Managing all correspondence from the inbox, ensuring everything is forwarded or replied to promptly and appropriately.

• Completing all financial matters, including billing, and addressing any related queries

• Collaborating with other secretarial staff to share tasks and ensure all deadlines are met.

Key Skills/Requirements

• Excellent communication skills

• Proficient in Microsoft Outlook and Adobe Pro

• Strong organisational skills

• Exceptional telephone manner

• Experience in financial services preferable

• Previous administrative/PA experience preferable.

Shortlisting for this role ASAP - call Kieran on 0121_633_4443 for any additional information.