About the Role
We are currently recruiting for a Secretary to support our clients probate team at their Guiseley office.
The successful candidate will have experience in a similar role assisting with wills & probate matters, along with reception duties. They will have a pleasant, helpful manner, strong organisational skills and will enjoy working under pressure, meeting deadlines and maintaining high levels of accuracy while doing so. The ability to deliver a friendly, professional, quality service in all dealings with clients and other parties is essential.
KEY TASKS
Audio-typing.
Dealing with the branch post and DX.
Reception duties.
Liaising with clients and other parties on behalf of fee earners and dealing with enquiries as appropriate.
Liaising with the Accounts department to produce cheques, pay disbursements etc.
Maintaining diaries and making appointments when required.
Producing documents from the Case Management system.
Management of the files under the fee earner’s direction from opening files to preparing them for archiving.
Filing, photocopying, collating of documents and other clerical duties
Requirements
KEY SKILLS – ESSENTIAL
Good keyboard skills.
Literate and numerate.
Ability to work accurately in accordance with the requirements of the team.
Ability to deal with enquiries in a customer-friendly and effective manner.
Ability to work under pressure.
Ability to prioritise workload and meet deadlines.
Ability to work on own initiative.
EXPERIENCE
Previous secretary experience within wills & probate is essential
Case Management System experience (highly desirable).
OTHER
Flexible and ‘can do’ attitude.
Excellent written English to produce documents for the clients, other side and third parties.
Clear and confident communication to effectively deal with telephone enquiries.
QUALIFICATIONS
No essential qualifications.