Tax and Trust Administrator

at  Browns Recruitment Group

SKILLS, EXPERIENCE AND ATTRIBUTES

• Previous experience within a Legal Assistant or Administrative role
• Excellent organisation capability with the ability to effectively prioritise
• Solid understanding of Microsoft Office suite and other relevant IT platforms
• Strong written communication skills
• Demonstrate a good understanding of client relationship management

• Undertake administrative duties for the department including, but not limited to: data entry, file opening, photocopying, copy typing, filing, archiving, transferring time from files, drafting letters and memos, conducting AML checks and take minutes in team meetings
• Answer telephone calls from clients & 3rd parties, take messages and pass messages to relevant individuals within the team
• Correspond with clients as necessary through telephone, email, letter and face to face
• Provide administrative support for business development and marketing activities including booking facilities and refreshments, booking specialists, preparing presentation materials and associated marketing documentation
• Update the CRM system to input data and manage the client information through the system including adding contact details, referrals and new clients
• Fully integrate into the department and team. Work closely with other members of the Private Client team to ensure work is done to expected standards in required time frames
• Any other reasonable duties as requested by your Manager or other Fee Earners