Job Description
As a key member of our Private Capital group, you will provide a wide range of services and advice to empowering families to define their unique long-term goals and legacy.
Responsibilities:
Act as the primary point of contact for the Private Client team
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress
Make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Draft client contract letters and initial letters for probate files, utilizing initial information provided by fee earners
Record expected payments and claiming unreferenced payments including foreign payments and cheque requests
Engross Wills and ancillary legal documents
Support fee earners in other office hubs where needed, both remotely and in person if required
Requirements:
Previous legal secretarial or office administrative experience gained within a Private Client team or from within a legal or professional services environment
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
About Us
We are a highly skilled and experienced Private Capital group that provides creative solutions and advice to individuals and businesses. Our purpose is clear: we help our clients achieve their commercial and personal goals. We prioritize building lasting relationships and championing our clients to ensure they receive the best possible business and personal advice.
We understand what our team members want and give them the support they need to succeed. Diversity is at the heart of our firm. We strive to be flexible and value what our employees do, not where they do it.
Responsibilities:
Act as the primary point of contact for the Private Client team
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress
Make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Draft client contract letters and initial letters for probate files, utilizing initial information provided by fee earners
Record expected payments and claiming unreferenced payments including foreign payments and cheque requests
Engross Wills and ancillary legal documents
Support fee earners in other office hubs where needed, both remotely and in person if required
Requirements:
Previous legal secretarial or office administrative experience gained within a Private Client team or from within a legal or professional services environment
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
About Us
We are a highly skilled and experienced Private Capital group that provides creative solutions and advice to individuals and businesses. Our purpose is clear: we help our clients achieve their commercial and personal goals. We prioritize building lasting relationships and championing our clients to ensure they receive the best possible business and personal advice.
We understand what our team members want and give them the support they need to succeed. Diversity is at the heart of our firm. We strive to be flexible and value what our employees do, not where they do it.
💡 Quick Summary
Seeking a career-building opportunity? The Remote Customer Specialist position is now open for candidates interested in the Government Job Alert sector. This role in Aston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Government Job Alert is a plus.
