Assistant to Private Client Team
1 week ago
Take the first step towards an exciting new opportunity as an Assistant to our Private Client team at Shakespeare Martineau
About the Role
We're seeking a highly skilled and motivated individual to provide high-quality administrative support to our fee earners. As a key member of our team, you'll be responsible for managing client relationships, communicating with internal teams, and delivering exceptional results.
Your Key Responsibilities
- Manage client relationships, responding to inquiries, and ensuring timely communication
- Assist fee earners in organizing meetings, tracking progress, and managing correspondence
- Conduct land registry, bankruptcy, and lawyer check searches as required
- Establish relationships with professional bodies, such as banks, debtors, HMRC, and the probate registry
- Prepare invoices, cheques, and other documents for submission
- Draft correspondence to investment managers, auditors, clients, and charitable organizations
- Set up payments to beneficiaries and manage trust accounts
- Prepare Wills, Codicils, Lasting Powers of Attorney, and other ancillary documents
- Perform basic account reconciliations within Excel and update Adherent and case management systems
- Handle incoming/outgoing post, maintain accurate filing systems, and provide administrative support
- Schedule meetings, appointments, and diary management for senior fee earners
- Record expected payments, claim unreferenced payments, and engage in foreign payments and cheque requests
Requirements
- Previous experience in a legal secretarial or office administrative role, preferably within a Private Client team
- Excellent organizational skills, attention to detail, and ability to multitask
- Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint
- Strong interpersonal and communication skills, with the ability to build effective relationships with colleagues and clients
Salary
£26,000 - £36,000 per annum, depending on experience
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