Team Administrator

12 hours ago

Edinburgh, United Kingdom Anderson Strathern LLP Full time

Anderson Strathern is one of Scotland’s leading full service law firms. We are a progressive leading Scottish law firm with a strong brand focused on taking our clients where they want to be. We have offices in Edinburgh, Glasgow, East Lothian and Shetland. We pride ourselves in providing a seamless, high quality service delivering commercial and practical advice to help our clients achieve their personal and professional goals.

An exciting new vacancy has arisen in our Private Client department in Edinburgh for a Team Administrator, working principally with the Partner and their team in the provision of family office services. This is an opportunity to gain exposure to a number of high-net-worth families with extremely varied and interesting circumstances, and to develop a rapport with the clients and their advisers. There is an emphasis on cash management and administrative tasks, with the possibility to develop skills in wills/power of attorney drafting.

**You will be responsible for**
- Client cash management
- Track and arrange payment of one off and regular items on behalf of clients
- Client account management, including maintaining sufficient cash balance for payments through preparation of monthly excel cash flow forecasts listing all incoming and outgoing funds
- Assist with review of client cash raising requirements from investment portfolios, liaising with investment team and preparing proposals for clients
- Maintain a monthly task calendar of regular known client tasks and remind fee-earners of deadlines
- Maintain an electronic archive of key legal and permanent documentation and provide to third parties as required
- Assist with the preparation of fees and manage monthly fee timetable
- Assist with AML/KYC information and assisting with internal compliance processes
- Liaise directly with clients and their advisers by correspondence or telephone and seek to develop excellent working relationships
- Prepare reports on clients’ financial affairs, to include updating asset lists and permanent information and liaising with tax and investment teams for input
- Arranging meetings with clients and other relevant advisers and assisting with the preparation and circulation of meeting packs

**What you will need to proceed**
- Discrete and able to handle business, personal, and family information with the highest level of confidence
- Genuine interest in and willingness to invest time in understanding the personal and business circumstances of our clients
- Proficient in Microsoft Excel
- Comfortable working with numbers and have a basic knowledge of cash management/bookkeeping
- Previous exposure to trusts beneficial
- An organiser, both personally and in scheduling tasks for the wider team

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Referral programme

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Edinburgh, EH3 8ES: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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