top of page

Legal Secretary - Private Client



Ripon Office

Job responsibilities:

1. Copy and audio typing of letters, file notes, Wills, LPAs and some conveyancing forms

2. Use of case management system to progress matters

3. Opening files and preparing client care documentation

4. Ensuring that matters are progressed as quickly and accurately as possible

5. Dealing with incoming post as delegated by the fee earner

6. Recording all correspondence including emails on the case management system

7. Carrying out practical steps to progress a file as delegated by the fee earner and dependent on the experience of the secretary (including where appropriate drafting Wills and LPAs using Arken and Express Wills and Probate documents and using Probate Plus)

8. Requesting searches and insurances from our agents

9. Ensuring that the outgoing post leaves the office on time

10. Taking telephone calls on behalf of the fee earner and assisting callers wherever possible

11. Dealing with financial aspects of the files including drawing echits for money in and out as appropriate

12. Preparing files for archiving and bringing them to the attention of the fee earner; ensuring that these files are signed off and sent to the receptionist for archiving off the system

13. Keeping the fee earner’s files tidy and in good order

14. Ensuring that filing is up to date

15. Any other tasks as reasonably delegated by the fee earner or within the practice including providing cover for other secretaries and reception as and when necessary

bottom of page