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Private Client Assistant

We are seeking an experienced Assistant to join our Private Client Department at our Cotteridge office. The role of the Assistant is to provide effective support to our Private Client Department

Position

Permanent

Office

Cotteridge

Primary Responsibilities Include:

  • Providing full support to our Private Client Solicitors to enable them to operate efficiently.
  • Preparing correspondence using our case management system.
  • Attending to clients both on the telephone and in person.
  • Administering filing systems which will include daily filing and the opening, closing, storage and retrieval of client files.
  • Preparing mail and enclosures for dispatch.
  • Arranging the scanning and photocopying of paperwork.
  • Carrying out other duties and responsibilities as required.

About the Person:

To be a successful candidate for this role you must also have the following attributes, skills and experience:

  • Have experience and knowledge of working within a Private Client department.
  • Demonstrate initiative and be able to undertake searches, ID checks and other work on files without dictation.
  • Possess high levels of speed and accuracy.
  • Have a good telephone manner and be comfortable speaking with clients both on the telephone and in person.
  • Be highly organised, methodical, and adaptable.

About Rewards and Benefits:

In return for your hard work, you will receive the below company benefits:

  • Pension Scheme.
  • Health cash plan for workplace wellbeing.
  • Employee referral bonus.
  • Up to 33 days' paid leave per year.
  • Christmas Shutdown.
Closing date:

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