Estate Administrative Assistant

4 weeks ago

United Kingdom EQ Accountants LLP Full time

Hours of work: Full time 35 hours per week or Part Time

Location: Kelso

Contract type: Permanent

Responsible to: Business Services Assistant Manager

Responsible for: No direct reports

About EQ

EQ Accountants is an accounting, taxation, audit, and business advisory practice with offices based across Scotland and England, offering the full spectrum of solutions to meet our clients’ financial needs. Our specialisms include Agriculture, Engineering and Manufacturing, Healthcare, Leisure, Professions, Property and Construction, Technology and Charities.

All of our employees are committed to utilising their financial and business expertise to inspire, support and encourage clients to realise their ambitions.

We have been supporting our clients since the early 1990s, but there has never been a more interesting or important time to join us. Joining the EQ team at this juncture is an exciting opportunity propelled by the recent investment from Sumer Group. With an ambitious plan to triple turnover within the next five years, EQ stands as a frontrunner in Scotland’s accountancy sector. Bolstered by Sumer’s backing, EQ gains access to a vast network of over 1,000 colleagues across 40 offices while retaining the localised expertise of its core team.

Led by a dynamic leadership team and fuelled by strategic acquisitions, EQ is poised for growth. As part of this journey, EQ fosters a culture of development and empowerment, exemplified by employee-focused initiatives.

Join EQ and be part of a transformative endeavour reshaping the landscape of UK accountancy.

The Role

EQ are offering an exciting opportunity for an experienced individual to join our fast-growing team on either a full or part-time basis.

Due to recent expansion, we are looking for an Administrative Assistant to join our team. Working within our Private Client Team in our Kelso Office, you will undertake administrative tasks directly from Directors and other senior management.

This role comes with the opportunity to progress to achieving a Paralegal qualification and undertaking more advanced tasks such as the preparation of Inheritance Tax forms, drafting of legal documents and researching current legislation and regulations.

Key responsibilities

Within this role, your responsibilities will include but are not limited to:

  • Setting up Trusts and Estates files.
  • Preparation of client engagement letters.
  • Set up and maintenance of client files.
  • Carrying out and recording Trust registrations.
  • Preparation of letters to third parties such as banks and pension providers.
  • Corresponding directly with clients and third parties.
  • Building good relationships with clients and dealing with their day-to-day queries.
  • Chasing outstanding information and signed documents.
  • Logging of Wills and other important documents.
  • Preparing fees to clients and ensuring the correct time is written off.
  • Managing workload to ensure deadlines are met.

About you

  • You’ll have previous experience working in a similar role (desired but not essential).
  • Excellent verbal and written communication and organisational skills.
  • High level of discretion and empathy when dealing with clients who are grieving or preparing for life events.
  • Self-motivated and hard working.
  • Strong IT and administration skills.
  • Ability to work well in high pressure situations and to meet deadlines.
  • You’ll be a confident team player who is willing to be flexible and help others.

We offer an inclusive culture that values difference, pride in the service we provide to our clients, belonging, employee welfare and continuous improvement as critical aspects of our organisational performance. As well as ongoing learning and development opportunities and a career development programme, we offer a competitive salary and benefits package (subject to conditions) which includes:

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