Legal PA

Legal PA

Manchester

Initially Fully Office Based for 6 months/ then hybrid (3 days in the office/ 2 days from home)

Our client, a well-established professional services firm, is seeking an experienced Tax & Estate Planning Team PA to provide high-quality secretarial and personal assistant support to senior fee earners within a specialist tax and estate planning team.

The role

This position plays a key part in ensuring the smooth day-to-day running of the team by delivering efficient, accurate and proactive administrative support. The successful candidate will be highly organised, client-focused and comfortable managing multiple priorities in a fast-paced environment.

Key responsibilities

Providing comprehensive PA and secretarial support to fee earners, including effective diary and task management to ensure deadlines and key dates are met

Producing a wide range of documentation using digital dictation and case management systems, ensuring all work is accurately prepared, formatted and proofread

Creating, amending and finalising documents in line with internal style guidelines, including managing tracked changes, numbering, tables and document comparisons

Opening and maintaining client files, matters and contacts on the firm’s case management system, ensuring data accuracy and compliance with internal procedures and data protection requirements

Acting as a point of contact for clients and internal stakeholders, handling calls and emails in a professional and courteous manner

Coordinating meetings, including room bookings, refreshments, travel and accommodation arrangements where required

Preparing correspondence and documentation for review and signature, ensuring all enclosures are correctly assembled

Attending team meetings and producing clear and accurate minutes

Managing day-to-day file administration, including billing support, file opening and closing, archiving and general record keeping

Maintaining electronic filing systems and ensuring documents are appropriately stored and accessible

Supporting and overseeing administrative team members within the department as required

Working collaboratively across the wider team to ensure work is delivered efficiently and to a high standard

Adhering at all times to relevant legal, regulatory and internal compliance requirements, including confidentiality and professional conduct standards

Person specification

Essential:

Strong organisational skills with exceptional attention to detail

A proactive and collaborative approach, with the ability to work effectively as part of a team

Previous experience using a legal or professional services case management system

Advanced Microsoft Word skills, including complex formatting and document management

Audio typing experience or qualification

Professional presentation and a confident, helpful manner


Desirable:

Experience working with databases

Working knowledge of Microsoft Excel

Experience using PowerPoint