Legal Secretary, Private Client

A vacancy has arisen for a Team Assistant to support our expanding Private Client Team. Our Private Client team deal with all matters relating to all aspects of private client work and asset protection matters, including wills, estate administration, Powers of Attorney, Guardianship Orders, Trusts and estate planning. The team also specialise in all aspects of Inheritance Tax, Capital Gains Tax and Income Tax.

Responsibilities:

• Liaising with lawyers to identify their work commitments and prioritise work accordingly
• Diary Management
• Arranging meetings and appointments both internally and externally
• Booking travel and meetings
• Producing PowerPoint presentations, organisational charts, mail merges, Excel spreadsheets
• Managing production of documents
• Audio and copy typing for complex and confidential documents (typing will also be supported by the Document Production team)
• Handle client telephone enquiries in a polite & professional manner within the agreed timescales.
• General administration
• Participate in projects at the discretion of management.
• Assist lawyers in the billing and credit control process

Skills, Knowledge and Experience required:

• Experience of dealing directly with clients by telephone
• Legal Secretarial experience within a private client environment would be advantageous
• Excellent computer skills
• Excellent administrative and organisational skills
• Excellent communication skills – ability to communicate verbally and in writing
• Ability to prioritise and work to deadlines under pressure
• Ability to use initiative
• Attention to detail

Let your ambitions and ours go hand in hand

At Harper Macleod you’ll be part of a collective effort that is never satisfied: celebrating the successes and inspiring one another to always improve. You want to deliver extraordinary results for your clients. We want to deliver extraordinary opportunities for you and encourage you to make a difference.

Harper Macleod’s culture is the sum of the actions of the people who make up our business – it’s built around taking calculated risks and pushing for innovative solutions.

You know that doing things the right way is always the best way – the right things for clients, colleagues and our communities. We will never compromise on this.

We also embrace flexibility – including when and where our people work. We are a business that has been named Law Firm of the Year eight times, ranked in The Times Scotland Best Law Firms 2024, and named ESG Firm of the Year. We offer a competitive salary and benefits package, active colleague engagement, wellbeing, sustainability & CSR programmes and the opportunity to develop your career.

We believe the best is yet to come for Harper Macleod. If this sounds like the type of firm you’d like to be part of, maybe the best is yet to come for you

Harper Macleod LLP is committed to promoting equal opportunities and developing a diverse workforce.