Legal Support Executive - Private Wealth

Key Responsibilities

• Providing an effective, timely and efficient service to the firm’s clients in order to maintain high client satisfaction and compliance with relevant legislation and/or internal procedures.
• Creating and maintaining accurate and up-to-date records (physical and electronic) of work done on legal matters such as when opening new files, closing files, archiving etc. in the firm’s case management system. Ensuring all records are organised, accessible, maintained and kept up to date according to JMW’s policies and procedures.
• Ensuring confidentiality of the firm and client documentation and information.
• File Opening in line with the firm’s processes and the SRA’s AML/KYC guidelines.
• Bill processing which may include requesting and collecting cheques, liaising with the firm’s Accounts department, taking payments from clients and checking bank details.
• Assisting with the coordination and distribution of incoming and outgoing daily post (paper and electronic / special, recorded and by-hand).
• Bundle creation and assisting with the collation of documents for the team.
• Providing office support including meeting coordination, preparation of marketing events, and monitoring and ordering of office supplies (i.e. stationery).
• Assisting with new starters/work experience personnel within the team.
• Providing support to the team’s Legal Support Executives as and when required.

Skills, Knowledge and Expertise

• IT literacy, particularly with experience in Word, Excel and Outlook.
• Ability to communicate professionally orally and in writing, with an excellent telephone manner, ability to take messages and provide quality client care.
• Accurate typing skills.
• Willingness to learn and contribute to the team.
• Time management and organisational skills.
• A high degree of attention to detail.
• At least 12 months’ administration experience is essential.