Private Client Secretary

Private Client Secretary

Canterbury

Salary £23,700 DOE

Hours - Monday - Friday 9 am to 5 pm

Benefits - 25 days holiday and bank holidays, Pension

Do you have previous secretarial experience within a regulated setting?

Do you have experience working in a legal firm?

Our client is a well respected local firm of solicitors who have won multiple awards within their industry. 

Responsibilities of Private Client Secretary

• Execute assigned tasks following detailed procedures and quality standards outlined in the companies SOPs


• Provide professional and friendly support to clients both in person and over the telephone, aligning with the firm’s standards for client care


• Handle routine client inquiries and communications whenever possible


• Cultivate positive working relationships within the firm and with external institutions and organisations


• Maintain clear and precise communication with other personnel within the firm


• Generate correspondence and documents using audio typing and case management as appropriate


• Administer filing procedures, including daily filing and the opening, closing, storage, and retrieval of client files, following detailed procedures outlined in the company SOPs


• Prepare mail and accompanying enclosures for dispatch


• Perform or coordinate photocopying, faxing, and other relevant administrative activities as required

 Person specifications for Private Client Secretary

• Must be an effective team player with strong communication skills, demonstrating sensitivity to and active contribution towards team needs


• Needs to be a self-motivated individual who is adept at initiating and prioritising tasks autonomously


• Ideally, be adaptable to the organisational requirements


• Must possess a helpful, friendly, and professional demeanour


• Ideally, demonstrates a high standard of interpersonal and communication skills, with the ability to consistently project the image and ethos of the firm


• Must be willing to contribute positively to the department and organisational direction over time


• Previous experience with private client work would be advantageous 

About Morgan Jones:

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