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Responsibilities
* Assist with the administrative elements for the opening of new clients including Client Load-up Forms, Letters of Engagement, Terms of Business and AML.
* Finance administration associated with client transactions.
* Produce reports and client information from the case management system.
* Request, prepare and order searches from Registers of Scotland and complete registration forms and LBTT returns.
* Efficiently produce accurately typed and formatted documentation including letters, faxes, reports, articles, presentations, and specialist forms and documents all in accordance with the Firm's format and policy, including dealing with dictation when required.
* Co-ordinate and arrange travel requirements as and when required.
* File management and support diary management.
* Assist in reviewing and improving procedures necessary to ensure the smooth running of the department.
The Successful Applicant
* Excellent written and verbal communication skills.
* Strong organisation and prioritisation skills with the ability to work to deadlines and manage a varied workload.
* A professional manner with strong attention to detail.
* A strong team player who is self-motivated, positive, and has a 'can do' attitude.
* Experience in a similar role within the Professional Services industry.
* Working knowledge of AML processes would also be considered advantageous.
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