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- Location: Portsmouth
- Job Type: Full-time
- Salary: Dependant on experience
We are seeking a dedicated Legal Secretary/Assistant to join our team, committed to delivering exceptional service to every client, every time. This role requires a professional, client-first approach and a high degree of self-management and initiative. You will work primarily with a Residential Property Lawyer, supporting the delivery of client services including sales, purchases, remortgages, and transfers of equity.
Day-to-day of the role:- Manage client work effectively and efficiently as allocated, in accordance with company procedures and quality standards.
- Maintain regular communication with clients, handling enquiries with empathy and professionalism.
- Assist in the preparation and drafting of legal documents under supervision, including Contracts, Transfers, and related correspondence.
- Facilitate client onboarding processes, including issuing Letters of Engagement, Terms of Business, Privacy Notices, and managing ID and source of funds verification.
- Attend client meetings, providing administrative and practical support.
- Open, maintain, and organise client files using the DPS case management system, ensuring compliance with all relevant regulations and internal policies.
- Draft attendance notes and client communications, ensuring accurate and professional record-keeping.
- Communicate effectively with third parties such as HM Land Registry, banks, estate agents, mortgage brokers, and search providers.
- Monitor deadlines and matter progression to ensure service delivery meets client and regulatory expectations.
- Contribute to maintaining an efficient, paper-lite, and compliant office environment.
- Minimum of 1 year of previous legal experience in a comparable role.
- Proficient in using DPS case management system or similar.
- Strong organisational skills with the ability to manage multiple tasks and meet deadlines.
- Excellent communication skills, both written and verbal.
- Demonstrated ability to handle client interactions with empathy and professionalism.
- Knowledge of Solicitors Regulation Authority rules, GDPR, Anti-Money Laundering obligations, and internal compliance policies.
- Passion for delivering excellent client service.
- Effective relationship-building skills, with a focus on understanding and meeting client needs.
- Proactive in seeking feedback and identifying improvement opportunities.
- Committed to lifelong learning and innovation, actively engaging in development activities.
- Promotes a positive, people-centric culture, respecting diversity and operating with integrity.
- Understands the bigger picture, aligning actions with team and organisational goals.
To apply for the Legal Secretary/Assistant position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
