PA/ Administration Assistant to the Private Client team

TN United Kingdom; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated PA/Administration Assistant to support their Private Client team in Glasgow. This role offers a dynamic work environment where you will manage client interactions, assist with legal documentation, and contribute to the overall efficiency of the department. Ideal candidates will possess strong organizational skills, a pleasant telephone manner, and proficiency in MS Office. This is a fantastic opportunity for career progression within a supportive and collaborative team, where your contributions will directly impact client satisfaction and service delivery.

Qualifications

• Experience in office administration and client management.
• Strong communication skills and attention to detail.

Responsibilities

• Managing calls, appointments, and diary for fee earners.
• Providing secretarial support and handling legal documentation.

Skills

MS Office

Telephone Communication

Data Management

Education

Highers in English

Highers in Mathematics

Tools

General Computer Literacy

Job description

Job Title: PA/Administration Assistant to the Private Client team

Location: Glasgow / Stirling, United Kingdom

Employment Type: Full time / Permanent

About the Role

Our busy Private Client department, led by STEP qualified Partners across Scotland, is seeking an experienced PA/Administrator familiar with Wills, Trusts, and Executries to join the Private Client Team. The role involves supporting fee earners collaborating with our Family, Corporate, Real Estate, and Residential Property teams to deliver comprehensive services to clients.

This position offers opportunities for career progression within our Specialist Private Client team for individuals demonstrating strong client relationship skills, teamwork, and business development participation.

Key Responsibilities

1. Answering calls, managing messages, scheduling appointments, and diary management.
2. Opening legal and money laundering files.
3. Providing secretarial support, including typing dictation, fee notes, and client correspondence.
4. Data entry and management of client records.
5. Office administration tasks such as filing, scanning, and mail handling.
6. Assisting with instructions and referrals.
7. Registering Powers of Attorney, completing forms, lodging and uplifting wills and documents, and debt management.

Requirements

Qualifications

• Highers or equivalent in English and Mathematics.

Skills and Experience

• Pleasant telephone manner, efficient message handling.
• Proficient in MS Office and general computer literacy.
• Previous office experience.

Attributes

• Ability to multitask, prioritize, and maintain high attention to detail.
• Professional, positive, and proactive attitude.
• Flexible, willing to learn, and team-oriented.
• Approachable and calm under pressure.