Private client secretary
| Dyddiad hysbysebu: | 16 Rhagfyr 2025 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 15 Ionawr 2026 |
| Lleoliad: | Frome, Somerset |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Forrester Sylvester mackett |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Hours:Monday to Friday 9.00am to 5.00pm
Holiday:28 days in addition to public holidays
Previous experience desirable
Job purpose:
To provide support to the Private Client Department.
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 support team and liaising and assisting 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. Providing 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
Previous experience desirable
Job purpose:
To provide support to the Private Client Department.
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 support team and liaising and assisting 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. Providing 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.