Legal Personal Assistant

Overview

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.

• 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

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 Power Point