Team Administrator

2 weeks ago


Edinburgh, United Kingdom Anderson Strathern LLP Full time

We have a great opportunity for a Team Administrator to join our Private Client team based in our Edinburgh office.

Working closely with Alasdair Johnstone and his team providing family legal services, the role will offer administrative and cash management support to the team.

You will have the opportunity to work with a number of high-net-worth families with extremely varied and interesting circumstances, and to develop a rapport with the clients and their advisers.

**The role will involve**
- Client cash management:

- Track and arrange payment of one off and regular items on behalf of clients
- Client account management, including maintaining sufficient cash balances for payments through preparation of monthly excel cash flow forecasts listing all incoming and outgoing funds
- Assist with review of client cash raising requirements from investment portfolios, liaising with investment team and preparing proposals for clients
- Maintain a monthly task calendar of regular known client tasks and remind fee-earners of deadlines
- Maintain an electronic archive of key legal and permanent documentation and provide to third parties as required
- Assist with the preparation of fees and manage monthly fee timetable
- Provision of AML/KYC information to third parties and assisting with internal compliance processes
- Liaise directly with clients and their advisers by correspondence or telephone and seek to develop excellent working relationships
- Prepare reports on clients’ financial affairs, to include updating asset lists and permanent information and liaising with tax and investment teams for input
- Arranging meetings with clients and other relevant advisers and assisting with the preparation and circulation of meeting packs

**What you’ll need to succeed**
- Discrete and able to handle business, personal, and family information with the highest level of confidence
- Genuine interest in and willingness to invest time in understanding the personal and business circumstances of our clients
- Proficient in Microsoft excel
- Comfortable working with numbers and have a basic knowledge of cash management/bookkeeping
- Previous exposure to family trusts beneficial
- Organised, both personally and in scheduling tasks for the wider team

Schedule:

- Monday to Friday

Work Location: One location



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