PA / Administration Assistant

at  Aberdein Considine

Our busy Private Client department are looking for an enthusiastic and outgoing individual to join their team as a PA / Administration Assistant.

ABOUT US

Aberdein Considine is an award-winning law firm and this is a great opportunity to work in an innovative, challenging and rewarding work environment. In return for your hard work, you will be paid a competitive salary, receive an excellent benefits package and be part of a generous incentive and bonus scheme.

QUALIFICATIONS

• Highers or equivalent in English and Mathematics

SKILLS AND EXPERIENCE

• Pleasant telephone manner and efficiency in relaying and taking messages
• Computer literate and familiar with MS office packages
• Previous office experience

ROLE OF THE DEPARTMENT

• Provide Executry Services to clients
• Provide Estate Planning Advice (covering Wills, Powers of Attorney, Trusts, Asset Protection & Tax Mitigation) to clients
• Provide support to branch network in Private Client matters.

JOB PURPOSE

• Provide administration support to the Private Client Department on a day to day basis on key business requirements.
• Provide a consistently high level of service to maximise business opportunities.
• To work as part of a team and individually to ensure the best customer service

KEY RESPONSIBILITIES

• Answering telephone calls, taking messages, setting up appointments and managing team diaries
• Opening money laundering and legal files
• Entering precise data quickly and correctly
• Office administration duties: filing and scanning
• Mail duties: Organising all mail for signature, collection and allocation of mail to appointed staff within the department, ensuring all mail leaves the department on the day scheduled
• Assisting with the receipt of new instructions / referrals - Data input of information on to case management system
• Using various computer systems to create/update and maintain client records accurately
• Dealing with basic client queries and taking messages where appropriate
• Preparing fee notes
• Registering Powers of Attorney
• Completion of forms
• Lodging & uplifting of wills and documents
• Debt Management
  Requirements