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Legal Secretary - Private Client

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Wedlake Bell

28d ago

  • Job
    Full-time
    Mid Level
  • Legal
  • London

AI generated summary

  • You need 4+ years as a Legal Secretary in Private Client, strong organizational and communication skills, fast typing, attention to detail, MS Office proficiency, and discretion with confidential info.
  • You will manage legal documents, assist with diary and travel arrangements, communicate with clients, organize files, support billing, and handle confidential information.

Requirements

  • Proven experience as a Legal Secretary (at least four years) in a fast-paced law firm, ideally within a Private Client environment;
  • Exceptional organisational skills, with the ability to prioritise tasks effectively under tight deadlines;
  • Fast and accurate typing skills, with high standards of written English and grammar;
  • Strong communication skills, both written and verbal, with an emphasis on client service;
  • Proficiency in Microsoft Office Suite and familiarity with legal document management systems or other key software's (iManage, 3E Elite, InterAction, BigHand, etc);
  • A keen attention to detail and a commitment to accuracy in all aspects of work;
  • Ability to work collaboratively in a team environment; and
  • Discretion in handling confidential information.

Responsibilities

  • Supporting the preparation and management of legal documents (Wills, Letter of Wishes, LPAs, Trust documents, etc), BD material, presentations, and correspondence related to Private Client matters, from dictation, drafts, or typed documents;
  • Responding quickly to complete new tasks set by the team (via BigHand);
  • Efficient diary management for fee earners, including arranging meetings and appointments, in-person or video calls (via MS Teams);
  • Organising travel arrangements for business trips, in the UK and abroad;
  • Communicating with clients and other stakeholders, offering administrative and case-related support;
  • Opening, maintaining and organising team files (via iManage) to ensure information is easily accessible;
  • Liaise with the firm's AML team to open new matters following established procedures, liaising with the client to obtain and collate required documents;
  • Supporting the Private Client team's BD initiatives where possible, including updating the CRM with client information and activity (via InterAction);
  • Coordinate the billing process for fee-earners by opening matters (via 3E Elite), liaising with the Accounts & Finance team throughout the process for instructions, changes, and to finalise invoices;
  • Handling confidential information with discretion; and
  • Other ad-hoc duties as required.

FAQs

What qualifications are necessary for the Legal Secretary position?

A minimum of four years of proven experience as a Legal Secretary in a fast-paced law firm, ideally within a Private Client environment, is required.

What responsibilities will I have as a Legal Secretary in the Private Client team?

You will be responsible for preparing and managing legal documents, diary management, client communication, organizing travel arrangements, supporting billing processes, and handling confidential information, among other ad-hoc duties.

What software skills are required for this role?

Proficiency in Microsoft Office Suite and familiarity with legal document management systems such as iManage, 3E Elite, InterAction, and BigHand are important for this role.

What type of clients does the Private Client Group handle?

The Private Client Group advises a wide range of clients, including high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, entrepreneurs, stewards of landed estates, charitable trustees, and executors.

Is there a focus on team collaboration in this position?

Yes, the role requires the ability to work collaboratively in a team environment and offers support to fee-earners within the Private Client team.

What benefits does the firm offer to its employees?

The firm offers a competitive salary, a comprehensive benefits package, 25 days of paid holiday, pension plan, private medical and dental insurance, enhanced parental leave policies, and opportunities for professional development.

Are there opportunities for career progression within the firm?

Yes, there are opportunities for professional development and career progression available to employees.

How does the firm promote employee well-being?

The firm implements various staff wellbeing initiatives, including Pilates classes, subsidised gym memberships, and an Employee Assistance Programme that offers counselling services.

How does the firm approach workplace diversity and inclusion?

The firm is committed to fostering a diverse and inclusive workplace where every individual is respected and valued, welcoming applications from all qualified candidates, irrespective of their backgrounds.

What is the work culture like at Wedlake Bell?

The work culture is widely recognized as one of the best in City law, built on trust, collaboration, and mutual respect, supporting work/life balance and strong connections among team members.

Wedlake Bell

An Independent London Law Firm

Law
Industry
201-500
Employees
1780
Founded Year

Mission & Purpose

At Wedlake Bell, we work together to provide our clients throughout the UK and internationally with a seamless legal service to satisfy all their objectives – whether it is business or personal. In short, our clients always come first. We offer our clients a package of linked services and are highly regarded for our recognised expertise and service capability which is second to none. Our approach is to be commercial, flexible and pragmatic and we aspire to always work with our clients as business partners.