We have a fantastic opportunity for an experienced Private Client Assistant 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
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.
Job Types: Full-time, Permanent
Pay: £24,000.00-£28,000.00 per year
Benefits:
- Company pension
- Private medical insurance
Experience:
- Wills and probate assistant: 1 year (required)
Work Location: In person
Reference ID: PL/PCA 20222