Private Client Assistant

Risdons Solicitors LLP; Williton; Remote; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Health cash plan

Enhanced annual leave

Social events and gifts

Ongoing professional development and培训

Job summary

Risdons Solicitors LLP is seeking a Private Client Assistant to join the Williton office. The role involves supporting the Private Client team across reception and administrative duties, with a focus on providing a friendly and professional client experience.

The ideal candidate will have a legal background and be prepared to assist in multiple areas, including diary management, document handling, and basic IT tasks using Office 365.

Qualifications

• Previous experience in a similar role.
• Basic knowledge of Windows operating systems and Office 365.
• Ability to work independently and manage multiple tasks efficiently.

Responsibilities

• To conduct matters on behalf of clients in a professional manner.
• Provide a friendly, courteous, knowledgeable and professional service and to protect the firm against service complaints by ensuring service is of the highest quality.
• Be responsible for diary management, together with booking appointments/meetings.
• Attending meetings where necessary and assist in note taking; creating, photocopying and printing of documents.
• Oversee diary management for meeting rooms, inform staff of appointment attendances and provide coverage

Skills

Communication

Multitasking

Time management

Teamwork

Tools

Office 365

Windows OS

Job description

Private Client Assistant
Job Description & Person Specification

Location: Williton, Somerset
Job Type: Permanent - Full Time
Department: Private Client
Reports To: Bart Obszynski

Job Summary:

Risdons Solicitors are looking for support staff to join the team in our Williton Office. A friendly office with a small team. The ideal candidate will have a legal background, be prepared to complete tasks in multiple areas including reception tasks when required.

Key Responsibilities:

To conduct matters on behalf of clients in a professional manner.

To Provide a friendly, courteous, knowledgeable and professional service and to protect the firm against service complaints by ensuring service is of the highest quality.

To comply with the Policies and Procedures pursuant to the Office Quality Manual at all times. Have the ability to use a variety of software to support our case management system including Microsoft Word and 365, Outlook and Excel to produce correspondence, documents, presentations, records and accounts.

Be responsible for diary management, together with booking appointments/meetings. Attending meetings where necessary and assist in note taking. Creating, photocopying and printing of documents.

To oversee diary management for the meeting rooms, maintain meeting rooms and provide assistance to other members of staff when in meetings when covering the reception area. Informing the appropriate staff member of appointment attendances at the office in good time.

Meeting all deadlines within the specified timeframes and ensuring prompt response to telephone calls with accurate notes taken and recorded and passed to the appropriate staff member without delay.

Assisting colleagues as own duties allow and in particular holiday and sickness cover, providing general support within the team/office/firm as required whilst adhering to the Equality and Diversity Policy of the firm.

Handling all postal duties, including Royal Mail post, to include opening, dating, sorting and distribution, franking etc. Assisting colleagues with photocopying and printing of documents when covering the reception area.

Qualifications / Experience:

Previous experience within a similar role.

Basic knowledge of Windows operating systems, Office 365.

Ability to work independently and manage multiple tasks efficiently.

Soft Skills:

Strong communication and interpersonal skills.

Ability to manage time effectively and prioritise tasks.

A team player with a positive and service orientated attitude.

Willingness to learn and adapt to new technologies.

Working Conditions:

Office environment with occasional travel to other locations for support.

What we offer:

• Company health cash plan
• Enhanced annual leave
• Social events and seasonal gifts
• Ongoing professional development and training
• Supportive and inclusive working environment