Private Client Team Administrator

3 weeks ago


Glasgow, Glasgow City, United Kingdom Aberdein Considine Full time

Job Title: Private Client Team Administrator

Job Summary:

We are seeking an experienced PA/ Administrator to join our busy Private Client department in Glasgow/Stirling. The successful candidate will provide administrative support to our Private Client team, working closely with Solicitors and Paralegals to deliver a complete service to our clients.

Key Responsibilities:

  • Provide administrative support to the Private Client team, including answering telephone calls, taking messages, and managing team diaries.
  • Open and manage money laundering and legal files.
  • Provide secretarial support to Solicitors and Paralegals, including typing of dictation, fee notes, and client correspondence.
  • Enter precise data quickly and correctly.
  • Perform office administration duties, including filing and scanning.
  • Manage mail duties, including organizing mail for signature, collection, and allocation to appointed staff.
  • Assist with the receipt of new instructions/referrals.
  • Use various computer systems to create/update and maintain client records accurately.
  • Deal with basic client queries and take messages where appropriate.
  • Prepare fee notes.
  • Register Powers of Attorney.
  • Complete forms.
  • Lodge and uplift wills and documents.
  • Manage debt.

Requirements:

  • Highers or equivalent in English and Mathematics.
  • Pleasant telephone manner and efficiency in relaying and taking messages.
  • Computer literate and familiar with MS office packages.
  • Previous office experience.

What We Offer:

Aberdein Considine offers a supportive and dynamic work environment, with opportunities for career progression and professional development. We are committed to providing excellent client service and are looking for a motivated and organized individual to join our team.



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