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Thirsk and Bedale

Job responsibilities:

1. Answering the telephone and directing calls to the right person in the practice.

2. Dealing with callers in person to the office.

3. Undertaking electronic identification and verification checks for clients who attend the office.

4. Opening, date stamping and scanning incoming post and ensuring that this is seen by a Partner where possible before distribution.

5. Dealing with special and recorded delivery items.

6. Managing the stationery supplies to the office including requesting items of stationery from Accounts and keeping the cupboard tidy and appropriately stocked to minimum stock levels.

7. Production of letters, file notes and legal forms where requested by fee earners in the office to assist their support team from time to time.

8. Use of case management system to progress matters

9. Opening files and preparing client care documentation

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

11. Taking responsibility for the administration of petty cash within the office including the balancing of the petty cash account at the end of the month and submission to Accounts.

12. Writing cheques when requested to do so by fee earners or support staff.

13. Paying in cash and cheques to the post office as required.

14. Dealing with the packaging and franking of outgoing post and taking to the post office on a daily basis.

15. Archiving files for the office including the scanning of files for electronic archiving.

16. Keeping any files they work on tidy and in good order

17. Deal with the administration of the Wills, Deeds and Securities database including logging documents to be retained by the practice, logging outgoing documents and keeping the storage in good order.

18. Looking after the Meeting Room(s) including making sure they are not double-booked; supplying meetings with refreshments when requested and keeping rooms tidy throughout the day.

19. Acting pro-actively to ensure that the office runs smoothly including liaising where necessary with IT providers, telephone providers and printer/copier providers.

20. Any other tasks as reasonably delegated by the Practice Manager or within the practice including providing cover for secretaries and reception colleagues as and when necessary.

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