Wedlake Bell
Legal Secretary - Private Client
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Legal Secretary - Private Client
Wedlake Bell is in search of a dedicated Legal Secretary to join our highly regarded Private Client team. This is a full-time, permanent position, with the expectation of four days office attendance per week.
About Our Private Client Group
Our Private Client Group advises a wide range of clients from HNW and UHNW individuals, families and family offices, entrepreneurs, stewards of landed estates, charitable trustees, executors, amongst others. Wedlake Bell has one of the longest-standing and most trusted Private Client practices in the City and is one of the largest teams at Wedlake Bell. You will work closely with our wider PC group secretarial team to support our fee-earners.
Role Overview
As a Legal Secretary in our Private Client team, your role will be instrumental in ensuring the team has the support they need to run smoothly. You will support our fee earners with a range of tasks from preparing legal documents, file management and maintenance, diary management, client liaisons, and other ad-hoc responsibilities which contribute to the success of the team.
This role is perfect for a Legal Secretary who thrives in fast-paced and dynamic team, and prides themselves on the service they provide.
Key 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
- Other ad-hoc duties as required
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Key Skills and Qualifications
- Proven experience as a Legal Secretary (at least six 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
- Discretion in handling confidential information
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Why Join Us?
- A competitive starting salary
- Comprehensive pension plan
- 25 days paid holiday per annum, plus additional leave for significant life events
- Option to purchase up to five additional days of holiday each year
- Life Assurance and competitive income protection scheme
- Access to Private Medical and Dental Insurance from day one
- Enhanced parental leave policies
- Employee Assistance Programme with face-to-face counselling services
- Variety of staff wellbeing initiatives including Pilates classes and subsidised gym memberships
- A range of bonus schemes recognising referrals and client introductions
We are dedicated to fostering a diverse and inclusive workplace, where every individual is respected and valued. We welcome applications from all qualified candidates, irrespective of their background or personal circumstances.
If you are passionate about joining a busy team and are eager for a challenging yet fulfilling career, we encourage you to apply.
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