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.
