Experienced Private Client Administrator
17 hours ago
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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