Call: 020 7247 9469
Owen Reed Legal Recruitment

Legal PA - Wealth and Succession 

Apply nowOwen Reed Legal Recruitment
Owen Reed Legal Recruitment

Legal PA - Wealth and Succession

  • London
  • £35,000 - £40,000 USD / Year
  • Salary: ££35,000 - £40,000

Website Owen Reed

Legal’s our bag

Owen Reed is looking for an experienced Private Client Legal PA to join the Wealth and Succession Team in our Private Client Department on a full-time permanent basis.  You will provide first class professional PA support to a busy team of fee earners (including partners).

The Legal PA will be an integral part of our busy team and will work principally for named fee earners, but also as part of our PA team with shared responsibilities. We're looking for an experienced Legal PA who can prioritise and delegate effectively, with excellent communication and organisation skills.

Role responsibility

  • Proactively manage and maintain fee-earner diaries, making appointments and co-ordinating internal and external client meetings including ensuring fee earners have relevant materials required for any meetings, the booking of meeting rooms, video conference facilities, refreshments, restaurants, taxis etc.
  • Management of fee-earners' inboxes when they are out of the office; monitoring and responding to emails/post, prioritising correspondence to enable fee earners to focus on urgent matters and using initiative to route emails to the appropriate individuals for swift response and action; wherever possible, responding to and filing emails in to iManage.
  • Making travel arrangements (domestic and foreign), producing itineraries and ensuring expenses claims are completed, when necessary.
  • Onboarding new clients by following compliance rules, to include requesting official KYC documentation, managing opening of new matters.
  • Acting as the key contact point for internal and external queries posed to the fee-earners who you support.
  • Producing documentation as required - typing, drafting and amending documents, letters and correspondence where appropriate and proofreading all work to ensure consistent accuracy and high standard.
  • Preparation of account forms and coordination of the end-to-end billing process and Elite 3E financial reporting; assisting fee-earners by liaising with the billing team, producing the relevant documentation and reports, and prompting fee-earners to complete all necessary paperwork etc.
  • Collating and indexing legal documentation, deeds scheduling and deeds management.
  • Undertaking research using the internet, databases etc.
  • Liaising with clients, Counsel and other external parties.
  • Supporting other PAs where required, especially during any absence.
  • Using initiative to take responsibility of administration that will assist the fee earners.
  • Ensuring all correspondence/documentation is correctly electronically filed on iManage.
  • Responding and dealing with external or internal telephone calls and queries in a professional manner, taking clear and concise messages.
  • Establishing relationships with clients and clerks at chambers and being able to give assurance with generic queries, demonstrating knowledge of the files.
  • Department specific support, e.g. familiarity with standard forms and Precedents.
  • Proofreading to ensure all documents produced are accurate and correctly presented paying attention to
  • styles.
  • Ensuring all external contacts/agent fees are updated to relevant systems.
  • Dealing with BD activities ensuring all relevant databases are updated.
  • Event planning (liaising with BD).
  • Delegating appropriate work to the Team Assistant.
  • Small volume photocopying and scanning, with delivery/collection of large volume photocopying and scanning and couriers to the Document Services team.

About you

  • Experience in a demanding, high performing professional services environment.
  • Experience in Private Client Law is essential.
  • Extremely well organised with excellent diary management and time management skills.
  • Excellent oral and written communication skills.
  • Display a high level of attention to detail.
  • A proactive, flexible and self-motivated approach.
  • A strong team player.
  • Knowledge of Microsoft packages such as Outlook, Word, Excel and PowerPoint.

Desirable:

  • Specific knowledge of Wills, Probate and Lifetime Planning would be advantageous.
  • Experience with BigHand, Elite 3E, iManage/FileSite would be advantageous.

Additional Information / Systems Used:

  • Microsoft Outlook 2010
  • Microsoft Word 2010
  • Microsoft Teams
  • Microsoft PowerPoint 2010
  • Microsoft Excel 2010
  • PDF Docs/Acrobat Reader/Bundledocs
  • iManage
  • BigHand Digital Dictation System
  • Elite 3E
  • InTapp Time
  • My Performance Leader
  • Docusign
  • HubShare
  • Willbase
  • Clarilis

To apply for this job email your details to nat@owenreed.co.uk

Owen Reed Legal Recruitment

Upload your CV

Google reviews

  • The team at Owen Reed have been truly fantastic. In my search for a new position I reached out to and was approached by several agencies, however this Owen Reed rise above them all. I'd like to give a special shout out to Saniha and Archie, who have been absolute stars in helping me secure my new position.

    Kaz Stuart Avatar Kaz Stuart
    April 9, 2024

    Huge thanks to Archie for helping me to secure my dream job! Archie took the time to get to know my personality, as well as my work experience, and was therefore able to find the perfect role for me. I loved chatting to Archie and listening to her knowledge and advice, she made the whole process smooth and enjoyable. I cannot thank her enough, and also Anna, for their support and hard work. I very much look forward to starting the next chapter in my career. With much appreciation!

    Tazmin Wilson Avatar Tazmin Wilson
    March 19, 2024

    I am due to start my new job on the 2nd April, the whole process was swift and easy and had really made it enjoyable making me feel even more positive for this next part of my life. I really recommend Archana, she made me feel confident about the role and didn’t rest till I was happy. Overall 10/10 experience :)

    Louise Andrews Avatar Louise Andrews
    March 19, 2024

    The staff at Owen Reed have been absolutely fantastic in helping me secure a new job role, in particular Saniha and Archie. I can’t thank them both enough, they remained very professional throughout the whole process and was so dedicated to helping find the perfect job role for me. They both helped me prep for my remote interviews by giving me tips and advice and Saniha actually come to meet me before one of my in-person interviews which I thought was super helpful and was definitely one of the key factors that helped me to secure the role as she definitely helped to calm my nerves and put me at ease right before my interview. I would definitely recommend Owen Reed as a company in general, they have gone above and beyond to help me secure a new job role and I couldn’t be more grateful for everything they have done for me!

    Felicity Outram Avatar Felicity Outram
    March 16, 2024
  • I have to recommend Archie at Owen Reed. Navigating the job market can be difficult, but Archie listened to my job requirements and made sure to work with me every step of the way to secure a job at the end of the process. She personally takes it upon herself to prepare you for interviews, and keeps you updated whenever she has heard back from her client. I am truly grateful to Archie for all of her hard work and I suggest if anyone needs assistance, to message her today! Thank you Archie!

    Iman Lawson Avatar Iman Lawson
    March 16, 2024

    Just got the great news that I will be starting my new job soon and honestly I know I could not have done a better job myself. I got to work closely with Archana (Archie), and she is a complete powerhouse! Girl knows what she’s doing and gets results, never have I ever had anyone advocate so strongly for me. Not only was she charismatic, charming and extremely supportive, but she seemed to genuinely care about what I wanted and always made time for me. So happy to have met her, she’s seriously lovely. I was also lucky enough to meet many of their wonderful team after I was invited to their office (and even let to use their private room for a zoom interview I didn’t have time to get home for). Rachel who was so supportive and understanding, and Ashish who was instrumental in her communication with a lot of firms on my behalf. I’m so grateful for their help. They were on my side from day one, and their confidence in their work really made it a process I could rely on.

    Danni Avatar Danni
    March 16, 2024

    Archie was fabulous in helping me find my new job. From start to finish she was positive, professional, and extremely helpful. She kept in regular contact with me and proved immensely helpful with interview prep and feedback. It was a pleasure to work with her and I would highly recommend Archie and Owen Reed.

    Leeann Chapman Avatar Leeann Chapman
    February 16, 2024

    After over 20 years at another recruitment agency, I was delighted with the support Owen Reed provided from the first telephone conversation I had with them. I initially dealt with Saniha, whose encouragement really instilled my confidence in the agency but then I also spoke with the rest of the team (Rachel and Archie) who were also fantastic - the perfect balance of being professional yet personable! They gave me lots of options for potential roles and organised my first interview within a few days. Before the week was out, I had been successful in both interviews and had received an permanent position at a fantastic firm. They had also negotiated me the top end of the salary offered. I've now joined the firm and I couldn't be happier in my new firm/role. Aside from the excellence of service from the whole team, I personally found it so refreshing to communicate with such a great team of women! Thank you to all the team at Owen Reed - I would recommend them to anyone.

    Anna Friend Avatar Anna Friend
    February 16, 2024
  • Very friendly, caring, chatty and informative consultants.

    Kim Steppings Avatar Kim Steppings
    February 16, 2024

    I want to take a moment and thank Archie for everything she has done for me. From the first day she called me till the end she has been there holding my hand and was so supportive. Continuous calls and always keeping me in the loop and interview prep before my interviews and what a difference it made! I got the job! She is such a genuine person and you can tell this isn’t just a job for her, she really cares about people and want them to succeed in life, I feel like I’ve made a lifelong friend! Thank you Archie xxx This is by far the most support I have ever received from a recruitment company in my life!

    Sharon Sevenster Avatar Sharon Sevenster
    January 16, 2024

    The staff at Owen Reed have been so helpful in my job search, they stay in contact regularly and are so invested in finding the right job for you. I worked closely with Saniha who has helped me prep for several interviews and gave me a massive confidence boost and really cared about me during the process. Isabela helped me secure my new role and was very informative during the interview process and Archie has been in constant communication with me in the lead up to starting my new role and keeping me up to date with everything. They are a great group of people and I would definitely work with them again if I ever needed a new role. This is the best recruitment company I have ever worked with and I can’t thank them enough.

    Bella Georgiou Avatar Bella Georgiou
    December 16, 2023

    Isabela was such a pleasure to talk to! What a bright and wonderful energy. She was super attentive to my specific needs, never forgot a detail and always kept me in mind and up to date. Although Saniha was the one to secure my role, Isabela was instrumental in making this introduction to Saniha and ensured she was fully briefed and that i was well taken care of. Thank you so much to Isabela for an amazing introduction and fantastic energy and bright character! It was such a pleasure! Dounia

    Dounia Ben Avatar Dounia Ben
    December 16, 2023
  • I’ve had the most wonderful experience working with the Owen Reed team and they deserve nothing less than a five-star rating. I was fortunate enough to be contacted by Saniha who assisted me in securing my dream job at one of London’s top law firms. Saniha is the most patient, dedicated and supportive recruiter I have ever had the pleasure of working with. She assisted me with every step of the process, from explaining the general recruitment procedure to preparing me for my interview and even meeting up with me after receiving an offer to ensure that I was confident and ready to begin my career. There aren’t enough words to describe how exceptional she is at her job and I would recommend her to anyone seeking employment, I am so thankful that I had the opportunity to work with such a talented, kind and truly remarkable individual who really does go the extra mile for her clients. The same can be said for all the other team members from Owen Reed - Archie, Isabella and Anna - thank you for all your hard work and commitment to your clients, you are incredible and I could not have done this without you. Thank you, thank you, thank you!

    Robyn Scott Avatar Robyn Scott
    November 16, 2023

    Thank you to Isabel, who not only guided me through every step of my journey but made the entire process enjoyable. Thanks to her support, I successfully secured a role within just a few weeks. Thank you!!!

    Malaika Avatar Malaika
    November 16, 2023

    Landed a new position as a secretary but could not have done it without the team, Rachel, Saniha, Isabela and Archana are all very knowledgeable, helpful and such lovely ladies who all participated in helping me. Isabela specifically dedicated so much time into helping prep for interviews. Her advice, support and patience stands out and really helped me in my search. Could not recommend these ladies enough! Thank you so much!

    jessica Lucas Avatar jessica Lucas
    November 16, 2023

    This is just a quick update to my previous review which I left below 4 years ago. I was recently contacted by Owen Reed who placed me in contact with Archie in relation to a new role. I can't praise Archie enough, as she was extremely helpful and proactive throughout the whole process and even stayed late to assist. She was so kind and I would recommend her wholeheartedly. I was offered the new role and I wanted to thank her for her hard work and dedication. I'd also like to send huge thanks to Rachel, for matching me to that role and being so proactive on my behalf. * * * Below is my review from 4 years ago: Kelly, Lauren, Louise, Jane and Nicola are a great team and I found them all to be very proactive and helpful. Kelly deserves a very special mention for her outstanding care and professionalism: going the extra mile doing interview preparation in the evening after work, giving me a lot of tips, excellent feedback and for being so positive and confident. She really gives you everything you need to do your best at interview. Thank you Kelly! Owen Reed is open early and late - until 7pm -so it is easy to visit before or after work. They seem to have a different business model to other agencies as they stay in touch throughout your job search and continually offer you a steady stream of opportunities (usually 2 or 3 per week), which you can choose or decline to be put forward for. They make you feel that you are in the driving seat throughout the whole process. 10/10 😃

    Cath 100 Avatar Cath 100
    October 16, 2023