An exceptional role has become available for a dedicated Private Client Assistant to become part of a highly esteemed Private Client Team located in the picturesque town of Ross-on-Wye. This team is known for managing a dynamic caseload, working collaboratively to deliver a client-focused and efficient service.
Role Responsibilities
1. Performing secretarial duties, including taking calls, typing letters, and preparing attendance notes.
2. Managing tasks related to Wills, Probate, and Lasting Powers of Attorney, with comprehensive training available if required.
3. Raising bills and managing the billing process efficiently.
4. Onboarding new clients, ensuring a smooth and welcoming experience.
Ideal Candidate Attributes
1. Organised and Efficient: Demonstrates excellent organisational skills and the ability to manage multiple tasks effectively.
2. Resilient and Composed: Maintains composure under pressure, showing commitment and resilience in a busy environment.
3. Excellent Communicator: Possesses strong communication skills, both written and verbal, ensuring clear and professional interactions.
4. Detail-Oriented: Exhibits a high level of attention to detail and accuracy in all tasks.
5. Tech-Savvy: Proficient in IT, particularly in using Excel and Word.
6. Self-Motivated: Shows a strong work ethic and the ability to work independently.
7. Client-Focused: Upholds the firm’s reputation by delivering first-class service to clients.
Apply now
If you possess these skills and are enthusiastic about contributing to a prestigious team, consider applying. This role not only offers a competitive salary but also provides ongoing career progression opportunities. Take the next step in your professional journey and become a valued member of a leading Private Client Team.
Please contact Rachel Phillips, Associate Director in confidence on 02920 388100 or email Rachel@tsrlegal.co.uk or apply directly below.
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