Job Description
We have a fantastic opportunity for an experienced Private Client Assistant to join our busy team. The role is permanent, full-time (9.00am to 5.15pm, Monday to Friday) and is office based.
Duties will include:
* Providing full support to the Fee Earners to enable them to operate efficiently
* Preparing correspondence and documents using in-house software and digital audio dictation
* Administering filing systems which will include daily photocopying and filing
* Opening, closing, storage and retrieval of closed client files
* Attending clients both in person and on the telephone in a friendly and professional manner
* Keeping all files and documentation up to date by scanning and filing onto in-house software
* Preparing and updating estate accounts
* Booking appointments for fee earners
* Responsibility for ongoing maintenance of the Wills Database using Microsoft Excel
* Completing ad-hoc admin requests from the fee earners and partners
* To provide support to other secretaries when required to do so
* To undertake any specific training when required to do so and overall to have responsibility toward self-development
* To ensure the confidentiality of all the firm’s and clients’ documentation and information at all times
You will:
* Have excellent knowledge and experience of private client processes and procedures
* Demonstrate initiative and be able to undertake work on files without dictation.
* Possess high levels of speed and accuracy.
* Have a good telephone manner and be comfortable speaking with clients both on the telephone and in person.
* Be highly organised, methodical and adaptable.
* Have excellent and demonstrable IT skills particularly with the Microsoft Office suite and internet applications. Previous experience of case management software would be an advantage
* Extremely good team working ability, able to support wherever needed
* Excellent time management, organisation and prioritisation skills
* Ability to offer adaptability and flexibility in the working environment
* Understanding and knowledge of both GDPR and AML
The salary offered is £18,850 - £25,700 dependent upon experience.
In return we can offer you the opportunity to work within a friendly team, a competitive salary and other benefits. Support offered to any candidate wanting to or currently studying for CILEx qualifications.