Job Description:

Private Client Team Assistant

As a Private Client Team Assistant, you will be a key member of the team, assisting with administrative tasks across the Private Client department. Your role will include general administrative duties in relation to file management, as well as taking new enquiries over the telephone.

The Candidate

• Logging Wills away in accordance with the Firm’s procedures
• General filing – paper and electronic
• Supporting the team with general administrative duties
• Answering the telephone, booking client appointments, and obtaining copies of relevant documents required for new meetings
• Organising documentation in readiness for meetings
• Typing Wills, LPA’s , IHT tax forms
• Witnessing Wills

About you

• Undertaking specific training when required
• Excellent written and verbal communication skills with a demonstrated ability to build effective and trusting relations with people internally and externally to the firm
• Flexible, adaptable, and positive attitude to work
• Strong IT Skills including Word, Outlook , Excel, Audio , experience with case management systems

Company Benefits

• Competitive Salary
• Life Assurance (4 x annual salary)
• Income Protection
• Health cash plan, which includes discounted gym membership and many other offers •
• Employee Assistance Programme
• Off-site free car parking
• 25 days holiday in addition to public holidays
• Monthly staff lottery

Apply Now

Contact Julie Sheridan at JS Legal Recruitment Ltd,  quoting reference JSL2400 OR email now your cv or call for a confidential discussion.

For more information on other vacancies JS Legal recruitment Ltd are handling please visit our website.

All successful applications will be responded to within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion.