Administrative Assistant - Kelso, United Kingdom - EQ Accountants LLP

EQ Accountants LLP

Verified Company

Kelso, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Role

EQ are offering an exciting opportunity for an experienced individual to join our fast-growing team on either a full or part-time basis.

Due to recent expansion, we are looking for an Administrative Assistant to join our team.

Working within our Private Client Team in our Kelso Office, you will undertake administrative tasks directly from Directors and other senior management.

This role comes with the opportunity to progress to achieving a Paralegal qualification and undertaking more advanced tasks such as the preparation of Inheritance Tax forms, drafting of legal documents and researching current legislation and regulations.

Key responsibilities
Within this role, your responsibilities will include but are not limited to:

Setting up Trusts and Estates files.
Preparation of client engagement letters.
Set up and maintenance of client files.
Carrying out and recording Trust registrations.
Preparation of letters to third parties such as banks and pension providers.
Corresponding directly with clients and third parties.
Building good relationships with clients and dealing with their daytoday queries.
Chasing outstanding information and signed documents.
Logging of Wills and other important documents.
Preparing fees to clients and ensuring the correct time is written off.
Managing workload to ensure deadlines are met.

About you

You'll have previous experience working in a similar role (desired but not essential).
Excellent verbal and written communication and organisational skills.
High level of discretion and empathy when dealing with clients who are grieving or preparing for life events.
Selfmotivated and hard working.
Strong IT and administration skills.
Ability to work well in high pressure situations and to meet deadlines.
You'll be a confident team player who is willing to be flexible and help others.
Life cover.
Income protection.
Financial planning consultation.
Pension contribution scheme.
Flexible working.
Approved professional subscriptions.
Enhanced annual leave.