Private Wealth & Inheritance Legal Secretary

Herrington Carmichael LLP is an award winning, Legal 500 ranked, full-service law firm which is growing fast. We advise UK and international businesses and individuals, and pride ourselves on providing long term support to our clients.

We have a full-time vacancy for a Legal Secretary to join our Private Wealth & Inheritance Department.  This role is part of a support team that provides secretarial and administrative support to 14 fee earners, ensuring they can focus on the legal work and provide an efficient, friendly and professional service to our clients.

Responsibilities:

  • First point of contact for new client enquiries- presenting the firm in best light, obtaining relevant information, assessing the matter, and referring work to the Head of Department for allocation
  • Diary management – appointment and meeting room bookings, team meetings, key dates/deadlines etc
  • File administration – file opening including all aspects of anti-money laundering compliance, file maintenance, file closures, archiving and Will storage etc
  • To act as a witness for Will signings & deal with Will and LPA collections
  • Secretarial work – including being confident with digital dictation in a busy department working for multiple fee earners, working with precedent letters etc
  • Systems and procedure use and compliance – maintaining an up to date knowledge of Firm and Department systems and procedures, adhering to Firm guidelines in course of own work and assisting other members of the team with systems and procedures
  • Billing and accounts administration – producing and issuing bills and statements of account, collating anticipated monthly fee income, liaising with fee earner and clients re: money on account, liaising with accounts team etc
  • Business development administration – logging and analysing enquiries, conversion rates and sources of work etc

Skills and experience:

  • Excellent administrative skills – able to maintain accuracy and work at fast pace
  • Highly organised – able to manage and correctly prioritise own workload, able to manage work from multiple fee earners, demonstrates an understanding of urgency and importance
  • Demonstrates a proactive approach e.g. performs routine / agreed tasks without prompting, keeps fee earners informed on administrative work in progress, maintains an awareness of department deadlines and reminds fee earners to assist others in working to deadlines – proactive but in line with the scope of their role
  • IT literate and willing – able to learn and utilise systems fully in line with Firm guidelines, open to and able to champion system developments and implement change.
  • Good compliance knowledge – familiarity with anti-money laundering requirements
  • Excellent client service skills – demonstrates a high standard of client care, ability to control new enquiry calls and obtain relevant information from clients & upselling where appropriate, in an efficient but friendly manner.
  • Strong communication skills – with the ability to build rapport, demonstrate a professional approach and give and receive feedback constructively
  • Previous experience of Private Wealth & Inheritance desirable – legal secretarial experience of other areas of law will be considered
  • Good commercial awareness – understands the importance of efficiency, completing work within timescales set, quality of work, compliance with policies / procedures etc in delivering a service to our clients and maximising fees and profitability

This role is based in our Farnborough office.  This is an excellent chance for a dedicated individual to continue and develop their career within a flexible environment and join an expanding and successful firm that is supportive and encouraging.

The Perks:

  • Competitive salary based on experience.
  • Generous bonus scheme.
  • Free car parking for your convenience.
  • Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure and Perkbox benefits.
  • Hybrid working with defined core hours, offering flexibility to adjust start and end times as needed.
  • The opportunity to learn and grow within a supportive and dynamic team.

Ready to Make a Difference?

We’re looking for someone who is passionate about providing exceptional service, excited to be part of a winning team, and embraces our core values of Growth, Relationships, Ambition, Collaboration, and Excellence. If that sounds like you, send your CV and a cover letter outlining your qualifications to Kate Hardesty, Resourcing Manager, at careers@herrington-carmichael.com.

Herrington Carmichael is dedicated to fostering a workplace that celebrates diversity and promotes equal opportunities for all, regardless of race, ethnicity, gender, age, sexual orientation, disability, religion, or any other characteristic protected by law. We are committed to fair and transparent recruitment processes. Reasonable adjustments for applicants with disabilities are available upon request. We believe that a diverse and inclusive workforce drives innovation and success.

To apply for this job email your details to careers@herrington-carmichael.com.