Private Client Assistant
An exceptional role has become available for a dedicated Private Client Assistant to become part of a highly esteemed Private Client Team located in the picturesque town of Cinderford, within the Forest of Dean. This team is known for managing a dynamic caseload, working collaboratively to deliver a client-focused and efficient service.
Role Responsibilities:
- Performing secretarial duties, including taking calls, typing letters, and preparing attendance notes.
- Managing tasks related to Wills, Probate, and Lasting Powers of Attorney, with comprehensive training available if required.
- Raising bills and managing the billing process efficiently.
- Onboarding new clients, ensuring a smooth and welcoming experience.
Ideal Candidate Attributes:
- Organised and Efficient: Demonstrates excellent organisational skills and the ability to manage multiple tasks effectively.
- Resilient and Composed: Maintains composure under pressure, showing commitment and resilience in a busy environment.
- Excellent Communicator: Possesses strong communication skills, both written and verbal, ensuring clear and professional interactions.
- Detail-Oriented: Exhibits a high level of attention to detail and accuracy in all tasks.
- Tech-Savvy: Proficient in IT, particularly in using Excel and Word.
- Self-Motivated: Shows a strong work ethic and the ability to work independently.
- Client-Focused: Upholds the firm's reputation by delivering first-class service to clients.
If you possess these skills and are enthusiastic about contributing to a prestigious team, consider applying. This role not only offers a competitive salary but also provides ongoing career progression opportunities. Take the next step in your professional journey and become a valued member of a leading Private Client Team.
Please contact Rachel Phillips, Associate Director in confidence on / or apply directly below: