Legal Personal Assistant

Adjacency is excited to be partnering with a dynamic and progressive legal firm based in Stratford-Upon-Avon to recruit a motivated and ambitious Legal Personal Assistant in the Private Client Department. Our client is a well-established business with a national reputation and top-tier rankings in Chambers and the Legal 500, offering excellent opportunities for exposure to diverse and high-quality work.As a PCD Legal Secretary, you will be instrumental in delivering effective administrative support to fee earners while ensuring a high standard of service for clients and professional contacts. You will serve as a reliable point of contact, facilitating clear communication and the smooth handling of client matters and day-to-day administrative tasks.Key ResponsibilitiesAdministrative & Document SupportCarry out tasks delegated by fee earners, including digital dictation.Draft client correspondence and communications with professional bodies.Prepare legal documents such as Wills, Codicils, and Lasting Powers of Attorney.Enter client data and open new matters using the firm’s practice management system.Draft client engagement letters and scope of work documentation.Manage file closures and oversee archiving procedures.Client Communication & LiaisonCommunicate with clients in person, via email, and by phone; handle enquiries and maintain accurate notes.Schedule client appointments, book meeting rooms, and maintain fee earner diaries.Gather necessary documentation and background for client meetings.Assist clients with completion of identification checks and related requirements.Compliance & Office ManagementSupport the preparation of compliance documents and liaise with the compliance team to ensure smooth onboarding.Assist with finalisation and engrossment of Wills and associated documents.Handle document filing, scanning, and client data management using the legal practice management system.Generate posting slips for financial transactions.Organise document archiving and retrieval from external storage facilities.Knowledge & ExperienceSkills & AttributesStrong typing and organisational abilities.Capable of working independently as well as collaboratively.Excellent client service skills with the ability to foster strong professional relationships.Proficient in Microsoft Office, particularly Outlook and Word.ExperiencePrevious experience as a secretary or administrator in a Private Client department is preferred.

Created: 2025-07-23