Private Client Support Specialist
1 day ago
Our company, Aberdein Considine, is seeking a highly organized and skilled Administrative Assistant to join our busy Private Client department in Glasgow or Stirling. Estimated salary: £25,000 - £35,000 per annum.
Job Description:
We are looking for an experienced PA/ Administrator who is familiar with Wills, Trusts, and Executries to support our fee earners in delivering a complete service to our clients across Scotland.
The role will require providing day-to-day support to the Private Client Department, working collaboratively with our Family, Corporate, Real Estate, and Residential Property teams to ensure seamless client service.
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, including typing of dictation, fee notes, and client correspondence
- Entering precise data quickly and correctly
- Office administration duties, including filing and scanning
- Mail duties, organizing all mail for signature, collection, and allocation to appointed staff within the department
- 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
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