Private Client Team Assistant
| Dyddiad hysbysebu: | 21 Gorffennaf 2025 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 20 Awst 2025 |
| Lleoliad: | Inverness, IV1 1HY |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | HIJOBS |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 358652 |
Crynodeb
A vacancy has arisen in Elgin or Inverness for a Team Assistant to support our Private Client Team across Scotland
Our Private Client team deal with all matters relating to all aspects of private client work and asset protection matters, including wills, estate administration, Powers of Attorney, Guardianship Orders, Trusts and estate planning. The team also specialise in all aspects of Inheritance Tax, Capital Gains Tax and Income Tax.
Responsibilities:
- Liaising with lawyers to identify their work commitments and prioritise work accordingly
- Diary Management
- Arranging meetings and appointments both internally and externally
- Booking travel and meetings
- Producing PowerPoint presentations, organisational charts, mail merges, Excel spreadsheets
- Managing production of documents
- Audio and copy typing for complex and confidential documents (typing will also be supported by the Document Production team)
- Handle client telephone enquiries in a polite & professional manner within the agreed timescales.
- General administration
- Participate in projects at the discretion of management
- Assist lawyers in the billing and credit control process