Team Administrator - Edinburgh, United Kingdom - Anderson Strathern LLP

Anderson Strathern LLP

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

Anderson Strathern is one of Scotland's leading full service law firms.

We are a progressive leading Scottish law firm with a strong brand focused on taking our clients where they want to be.

We have offices in Edinburgh, Glasgow, East Lothian and Shetland.

We pride ourselves in providing a seamless, high quality service delivering commercial and practical advice to help our clients achieve their personal and professional goals.

An exciting new vacancy has arisen in our Private Client department in Edinburgh for a Team Administrator, working principally with the Partner and their team in the provision of family office services.

This is an opportunity to gain exposure to a number of high-net-worth families with extremely varied and interesting circumstances, and to develop a rapport with the clients and their advisers.

There is an emphasis on cash management and administrative tasks, with the possibility to develop skills in wills/power of attorney drafting.

You will be responsible for

Client cash management
Track and arrange payment of one off and regular items on behalf of clients
Client account management, including maintaining sufficient cash balance for payments through preparation of monthly excel cash flow forecasts listing all incoming and outgoing funds
Assist with review of client cash raising requirements from investment portfolios, liaising with investment team and preparing proposals for clients
Maintain a monthly task calendar of regular known client tasks and remind feeearners of deadlines
Maintain an electronic archive of key legal and permanent documentation and provide to third parties as required
Assist with the preparation of fees and manage monthly fee timetable
Assist with AML/KYC information and assisting with internal compliance processes
Liaise directly with clients and their advisers by correspondence or telephone and seek to develop excellent working relationships
Prepare reports on clients' financial affairs, to include updating asset lists and permanent information and liaising with tax and investment teams for input
Arranging meetings with clients and other relevant advisers and assisting with the preparation and circulation of meeting packs

What you will need to proceed

Discrete and able to handle business, personal, and family information with the highest level of confidence
Genuine interest in and willingness to invest time in understanding the personal and business circumstances of our clients
Proficient in Microsoft Excel
Comfortable working with numbers and have a basic knowledge of cash management/bookkeeping
Previous exposure to trusts beneficial
An organiser, both personally and in scheduling tasks for the wider team

Job Types:
Full-time, Permanent

Benefits: