Experienced Private Client Administrator

17 hours ago


Basingstoke, Hampshire, United Kingdom Ashville Knight Careers Full time

We are seeking a Will and Trusts Secretary to join our team. As a key member of our department, you will be responsible for providing administrative support to our solicitors and supporting clients through various aspects of wills and trusts.

Key Responsibilities
  • Producing correspondence and documentation using a digital dictation system.
  • Managing client relationships, responding to telephone queries, and handling email correspondence.
  • Drafting and finalising basic wills and other documents.
  • Processing forms and applications related to tax and estate planning.
  • Collaborating with solicitors to manage files and case progress.
  • Organising meetings and travel arrangements as required.

Your Skills and Experience

  • You will have a proven track record in private client administration, ideally with a focus on wills and trusts.
  • You possess excellent administrative skills and a customer-focused approach.
  • You have strong written and verbal communication skills.

Benefits

  • A competitive salary of £28,000 per annum, depending on experience.
  • Opportunities for professional development and growth within the company.
  • A company pension scheme and employee benefits package.
  • A generous holiday allowance and flexible working hours.


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