Legal Secretary

Job title: Legal Secretary
Team: Private Client
Location: Stratford-Upon-Avon
Working hours: 37.5 Monday- Friday
Free parking on site
Walking distance into the town centre
Salary: £26,000 - £28,000 DOE
 
Job purpose
Our Private Client Department is one of the largest teams in the Midlands, with a national reputation
and top-tier rankings in both Chambers and the Legal 500. The team provides expert support on all
aspects of private client law, including wills, trusts, estates, tax planning, and services for elderly and
vulnerable clients.
As a PCD Legal Secretary, you will play a key role in providing efficient administrative support to fee
earners and delivering excellent service to clients and contacts. You will act as a trusted liaison
between fee earners, clients, and professional contacts, ensuring the smooth running of client matters  and administrative processes.
 
Key Tasks/Responsibilities
 
Administrative and Document Support:
o Complete tasks as instructed by fee earners, including digital dictation.
o Draft correspondence to clients and professional bodies.
o Prepare Wills, Codicils, Lasting Powers of Attorney, and other legal documents.
o Input client data and open files using the firm's legal practice management software.
o Draft client engagement letters and scope of work documents.
o Close client files and manage archiving processes.
 
Client Communication & Liaison:
o Speak with clients in person, via email, and over the telephone, taking enquiries and  making detailed notes.
o Arrange client appointments, book meeting rooms, and update fee earner diaries.
o Collate necessary information for fee earners ahead of client meetings.
o Assist clients in completing relevant identification checks.
 
Compliance & Office Management:
o Support the completion of internal compliance documents and liaise with the  compliance team for smooth client onboarding.
o Assist with engrossment of Wills and ancillary legal documents.
o Manage document filing, data management, scanning, and updating client records in  the legal practice management system.
o Create posting slips for financial transactions.
o Archive and retrieve documents from external storage.
o Provide front-of-house cover at the Henley-in-Arden office during periods of absence or annual leave (on a rota basis with other secretaries).
 
General Team Support:
o Undertake any other tasks required to support the team or as requested by management.
 
Knowledge and Experience Required
o Excellent typing and organisational skills.
o Ability to work both independently and as part of a team.
o Strong client service skills, with the ability to build good relationships with clients and colleagues.
o High level of IT competence, particularly in Microsoft Office (Outlook, Word, etc.).
o Proactive, adaptable, and willing to contribute to continuous improvement.
o Previous secretarial or office administrative experience within a Private Client team is desirable.