Your new company
An award-winning company based on the outskirts of Cardiff
Your new role
This is a busy and varied administrative role. The role would ideally suit an individual with strong organisational skills, who has experience of reading legal documents, an interest in investigating and solving ad-hoc practical or technical challenges. You will be working within a small team, and there may be a requirement from time to time to assist the wider team with other similar business activities, so we ask that you have a positive attitude to becoming involved in other areas of the business.
Main duties:
- Providing administrative support with drafting letters of engagement with executors, letters to third parties and assisting with the collation of information for preparation of certain formal documents associated with a probate application, to include but not limited to Statements of Truth, inheritance tax forms, tax returns and other similar work.
Monitoring and assisting with HMRC Trust Registration requirements and collation of required data.
Engaging with other professionals to provide ad hoc taxation advice for estates and trusts, to obtain information.
- Supporting work procedures undertaken to comply with regulations for probate work.
- Providing support with case file procedures.
- Liaising with clients by telephone, email, letter and attending meetings where appropriate to progress matters.
Other duties may also include:
- Ad hoc assistance with internal administrative matters of the firm and establishment of procedures.
- Ad hoc assistance with projects, for example, advisory reports or seminar arrangements from time to time.
What you'll need to succeed
- Experience in an office environment with a proven track record of providing administration assistance to individuals and to a team.
- Excellent accuracy and attention to detail.
- Positive and assertive manner.
- Ability to work under pressure when managing several deadlines.
- Excellent communication skills and high standards of grammar - verbal and written.
- Proven ability to deal with stakeholders and all levels of staff.
- Excellent organisational skills using a methodical and flexible approach to tasks.
- Strong Microsoft Office skills, particularly in Excel, Word, Teams, Outlook and PowerPoint, and experience of PDF building software, and of database and management systems.
What you'll get in return
This role is based in Cardiff, with some flexibility for working remotely at home. Occasional travel may be required in the South Wales area, so your own transport is preferred. This is a permanent role, paying £25,000 - £27,000 per year, plus benefits. Hours of work are 37.5 hours per week, Monday to Friday.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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