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Private Client Team Administrator

1 month ago

Glasgow, Glasgow City, United Kingdom Aberdein Considine Full time

Job Title: Private Client Team Administrator

We are seeking an experienced PA/ Administrator to join our busy Private Client department, which is led by our STEP qualified Partners across Scotland.

The successful candidate will provide support to the Private Client Department on a day-to-day basis, working closely with our Family, Corporate, Real Estate and Residential Property teams to deliver a complete service to our clients.

Key Responsibilities:

  • Provide a consistently high level of service to maximise business opportunities.
  • Support Legal Business Co-ordinator with assisting all fee earners across the Private Client team.
  • Answering telephone calls, taking messages, setting up appointments and managing team diaries.
  • Entering precise data quickly and correctly.
  • Office administration duties: filing and scanning.
  • Mail duties- Organising all mail for signature, collection and allocation of mail 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.

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 dynamic and supportive work environment, with opportunities for career progression and professional development.