Private Client Assistant - Selby, United Kingdom - Crombie Wilkinson

Crombie Wilkinson

Verified Company

Selby, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role overview

The Assistant is expected to use a high degree of self-management and initiative with a proven ability to provide comprehensive secretarial and administrative support to the Legal Advisers and team to ensure achievement of business objectives and assist in the provision of an efficient, personal and professional service at all times.

Key Responsibilities

Preparing correspondence and documents through audio, copy typing and laser forms.
To administer filing in correct dated order and on a timely basis.
To prepare mail and enclosures for despatch.
To arrange for all copying to be done, in person if Administration staff are not available to undertake the task.
To make appointments, arrange meetings, book meeting rooms and to maintain an uptodate diary for the Legal Adviser.
To provide support and guidance to other assistants as required and at all times work as a team player.
To attend clients both in person and on the telephone and to provide assistance in a professional and friendly manner in keeping with the firm's standards for client care.
To ensure that any telephone calls are answered promptly and ensure that telephone messages are passed promptly and accurately to Legal Advisers.
To undertake any specific training when required to do so and overall to have a responsibility towards selfdevelopment.
To ensure the confidentiality of all the firm's and client's documentation and information.
To carry out the file opening procedures after the file is opened by the Legal Adviser by completing the relevant screens in the case management system and the administration i.e labels, file cards, risk assessment sheets.
To carry out copy typing of documents, amending and formatting complex documents such as wills, lasting powers of attorney or deputyship forms.
To comply with the firm's procedures and standards for correspondence and documents (including typing, saving and printing) and to make the best use of facilities including Proclaim and Word to ensure maximum efficiency.
To ensure that correct procedures relating to the storage and sending out of clients deeds and documents are followed at all times
To ensure compliance with money laundering regulations.
To prepare invoices and complete Accounts documentation as and when directed by the Legal Adviser.
Maintain and prepare file reviews for Legal Adviser to do their weekly/monthly checks.
To prepare file closure forms and follow procedures contained in the Office Procedures Manual and Department Guidelines to ensure the files are given to the Administration team upon closure.
To prepare final engrossments of documents for execution.