Assistant to Private Client Team

1 week ago


Birmingham, Birmingham, United Kingdom Shakespeare Martineau Full time

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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