Private client secretary
| Posting date: | 13 June 2025 |
|---|---|
| Hours: | Full time |
| Closing date: | 13 July 2025 |
| Location: | Swindon, Wiltshire |
| Remote working: | On-site only |
| Company: | Forrester Sylvester mackett |
| Job type: | Permanent |
| Job reference: |
Summary
Hours:Monday to Friday 9.00am to 5.00pm
Holiday:28 days in addition to public holidays
Job purpose:
To provide support to the Private Client
Key responsibilities and accountabilities:
1. Audio typing, preparing and amending draft documents.
2. Making and receiving telephone calls and dealing with emails.
3. Dealing with clients both in person and on the telephone and assisting clients in the absence the fee earner.
4. Making appointments and assisting with queries.
5. Photocopying, filing and general office duties including opening files and preparing completed file storage.
6. Assisting other members of the Private Client team and liaising with other members of staff as appropriate.
7. Liaising with Accounts Department to obtain cheques, print-outs etc., as necessary.
8. Liaising with the Office Manager with regard to stocks of stationery etc.
9. Provide reception cover when required.
Skills:
• Fast, accurate typing.
• Good presentation of letters and documentation.
• Good knowledge of English manner.
• Good telephone manner and ability to deal with clients.
• Ability to deal with clients, intermediaries and other contacts.
Use of the IT systems in the office
Holiday:28 days in addition to public holidays
Job purpose:
To provide support to the Private Client
Key responsibilities and accountabilities:
1. Audio typing, preparing and amending draft documents.
2. Making and receiving telephone calls and dealing with emails.
3. Dealing with clients both in person and on the telephone and assisting clients in the absence the fee earner.
4. Making appointments and assisting with queries.
5. Photocopying, filing and general office duties including opening files and preparing completed file storage.
6. Assisting other members of the Private Client team and liaising with other members of staff as appropriate.
7. Liaising with Accounts Department to obtain cheques, print-outs etc., as necessary.
8. Liaising with the Office Manager with regard to stocks of stationery etc.
9. Provide reception cover when required.
Skills:
• Fast, accurate typing.
• Good presentation of letters and documentation.
• Good knowledge of English manner.
• Good telephone manner and ability to deal with clients.
• Ability to deal with clients, intermediaries and other contacts.
Use of the IT systems in the office