PA/ Administration Assistant to the Private Client team

Aberdein Considine; Stirling; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the legal sector is seeking an experienced PA/Administration Assistant for their Private Client team in Stirling. The role involves supporting partners with tasks such as diary management, file handling, and client communication, with opportunities for career development. Ideal candidates will demonstrate excellent telephone skills, proficiency in MS Office, and a proactive attitude in a fast-paced environment.

Benefits

Career development opportunities within the Private Client team

Qualifications

• Highers or equivalent required.
• Previous office experience preferred.
• Pleasant telephone manner and message handling skills.

Responsibilities

• Answering calls, managing diaries, and scheduling appointments.
• Data entry and management of client records.
• Preparing fee notes and registering Powers of Attorney.

Skills

Telephone Manner

MS Office Proficiency

Office Systems Knowledge

Education

Highers or equivalent in English and Mathematics

Job description

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

Location: Stirling, United Kingdom

Job Type: Full time/Permanent

Department: Private Client

Overview: 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 team. The role involves supporting fee earners working with various teams across Scotland to deliver comprehensive client services. There are opportunities for career progression for individuals demonstrating good client relationship skills, teamwork, and business development participation.

Key Responsibilities:

1. Answering calls, managing diaries, and scheduling appointments.
2. Opening legal and money laundering files.
3. Providing secretarial support, including typing dictation, fee notes, and correspondence.
4. Data entry and management of client records.
5. Office administration, including filing, scanning, and mail handling.
6. Assisting with instructions and referrals.
7. Using various systems for record updates.
8. Handling basic client queries and message taking.
9. Preparing fee notes and registering Powers of Attorney.
10. Completing forms, lodging, and uplifting wills and documents.
11. Debt management tasks.

Qualifications:

• Highers or equivalent in English and Mathematics.

Skills and Experience:

• Pleasant telephone manner and message handling skills.
• Proficient with MS Office and office systems.
• Previous office experience.

Attributes:

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

Additional Information: The position offers career development opportunities within the Private Client team.