Digital Support Apprentice
2 weeks ago
- Become a system expert on Lawsoft, which is an internal CRM system. You will use Lawsoft to maintain client information and the data surrounding their trusts
- Become competent in Worksite where you will create new files, enter information accurately and effectively
- Liaise with trustees, beneficiaries and other advisors to ensure the smooth running of trusts. You will correspond via Microsoft Outlook as well as telephone, logging information into the relevant CRM
- Meet trustees face-to-face and offer support within the office
- Work with the internal accounts team and tax team to deliver an excellent service to trust clients
- Answering and conducting telephone calls
- Assisting with incoming and outgoing mail
- Excellent administrative and organisational skills
- Excellent IT skills
- Excellent communication skills, verbal and in writing
- Ability to prioritise and work to deadlines under pressure, often with short notice
- Ability to use initiative and to work both independently and as part of a team
- Attention to detail and accuracy when working with data or creating content
- Pension scheme
- Critical illness protection
- Life assurance
- Discounted conveyancing on sales and purchases
- Discounted eyecare
- Charity donation through payroll
- Cycle to work scheme
- Buy additional leave option
- Extra holidays at Christmas
- CSR days
- Funding for external training
- Recruitment finder’s fee
- Additional discounts
- 4pm birthday finish
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Digital Support Apprentice
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Glasgow, United Kingdom QA LIMITED Full timeWould you like to work for one of Scotland's leading law firms?Harper Macleod are currently seeing a Digital Support Apprentice team to join the Trust team within their Private Client division, based in Glasgow. This team deal with all aspects of Trust Funds including Family Trusts,...
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Glasgow, United Kingdom QA LIMITED Full timeWould you like to work for one of Scotland's leading law firms?Harper Macleod are currently seeing a Digital Support Apprentice team to join the Trust team within their Private Client division, based in Glasgow. This team deal with all aspects of Trust Funds including Family Trusts,...
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