Pa/ Administration Assistant to The Private Client
7 months ago
PA/ Administration Assistant to the Private Client team
Full time/Permanent
Glasgow
Our busy Private Client department, which is led by our STEP qualified Partners across Scotland, are recruiting for an experienced PA/ Administrator, familiar with Wills, Trusts and Executries to join the Private Client Team.
- The role will require supporting fee earners as they work in collaboration with our Family, Corporate, Real Estate and Residential Property teams across Scotland to deliver a complete service to our clients.
The position will allow opportunity for career progression within our Specialist Private Client team for individuals who demonstrate a willingness and ability to maintain good client relationships, work with specialists across the Firm and participate in business development.
JOB PURPOSE
- Provide support to the Private Client Department on a day to day basis on key business requirements.
- Provide a consistently high level of service to maximise business opportunities.
- To work as part of a team and individually to ensure the best customer service.
- Support Legal Business Co-ordinator with assisting all fee earners across the Private Client team.
KEY RESPONSIBILITIES
- Answering telephone calls, taking messages, setting up appointments and managing team diaries
- Opening money laundering and legal files
- Secretarial support to Solicitors and Paralegals: mainly typing of dictation, fee notes, client correspondence
- Entering precise data quickly and correctly
- Office administration duties: filing and scanning
- Mail duties
- Organising all mail for signature, collection and allocation of mail to appointed staff within the department, ensuring all mail leaves the department on the day scheduled
- Assisting with the receipt of new instructions / referrals
- Using various computer systems to create/update and maintain client records accurately
- Dealing with basic client queries and taking messages where appropriate
- Preparing fee notes
- Registering Powers of Attorney
- Completion of forms
- Lodging & uplifting of wills and documents
- Debt Management
**Requirements**:
QUALIFICATIONS
- Highers or equivalent in English and Mathematics
SKILLS AND EXPERIENCE
- Pleasant telephone manner and efficiency in relaying and taking messages
- Computer literate and familiar with MS office packages
- Previous office experience
APTITUDES
- Ability to multitask, prioritise workload, great attention to detail and excellent organisational skills
- Portray a professional manner at all times
- Positive and proactive manner
- Flexibility and the willingness to learn
- Ability to work as part of a team
- Approachable manner and calm under pressure
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