Private Client Assistant

The Burford Recruitment Company is collaborating with one of our clients to find an experienced Private Client Assistant to join their Private Client Department at their newly opened Stow-On-The-Wold Office.

Responsibilities

• Provide comprehensive support to the Private Client Solicitors to facilitate their efficient operation.
• Draft correspondence utilising the case management system already in place.
• Handle client enquiries both over the phone and in person.
• Manage filing systems, including daily filing and handling tasks related to opening, closing, storing, and retrieving client files.
• Prepare and dispatch mail and enclosures.
• Coordinate scanning and photocopying of paperwork.
• Undertake additional duties and responsibilities as needed.

Qualifications and Requirements

• Previous experience and familiarity with working in a Private Client department.
• Demonstrated initiative, capable of conducting searches, ID checks, and other tasks on files independently.
• High levels of speed and accuracy in completing tasks.
• Excellent telephone etiquette and comfort in communicating with clients both verbally and face-to-face.
• Exceptional organisational skills, with a systematic and adaptable approach.
• Some experience with Audio Typing is preferred.
• Familiarity with legal documents and terminologies is advantageous, though full training will be provided.

Additional Information

• The role is an Office-based position
• The working hours are 9 am – 5 pm

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