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Private Client Assistant

FJT CONSULTANCY LIMITED
Posted 10 hours ago, valid for 14 days
Location

Birmingham, West Midlands B389DR, England

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The role involves providing comprehensive support to Private Client Solicitors, including preparing correspondence and managing client interactions.
  • Candidates should have experience working within a Private Client department and demonstrate initiative in handling files and conducting searches.
  • The position requires high levels of speed and accuracy, as well as excellent communication skills for both telephone and in-person client interactions.
  • The job offers a competitive salary, though the specific amount is not mentioned, and it requires relevant experience in the field.
  • In addition to a pension scheme and health cash plan, employees can enjoy up to 33 days of paid leave per year and a Christmas shutdown.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.