Address
Form of work
Salary- Urgent
- Edinburgh
About Our Client
A leading law firm
Job Description
- Administer testate and intestate executries from initial meeting to conclusion
- Proactively manage your own caseload and provide an excellent client service
- Communicate with Executors and other third parties as required
- Identify and resolve any problems experienced by our clients in a professional manner
- Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce inheritance tax calculations
- Complete inheritance tax account forms
- Prepare Executry accounts
- Have a working knowledge of legal rights
- Build good relationships internally and advise colleagues with different specialisms
- Adhere to firm processes in relation to financial policies, time recording and AML compliance
- Maintain accurate records on the firms document management system.
The Successful Applicant
- Previous experience dealing with executries is essential
- Excellent interpersonal skills, both written and oral
- Able to build professional relationships with clients and third parties
- Good organisational skills and the ability to prioritise tasks
- A high level of accuracy and strong attention to detail
- Good working knowledge of Microsoft Office applications.
- Previous experience of dictating is preferred.
What's on Offer
A candidate with a Private Client Background
Contact
Victoria Natillo
Quote job ref
JN-092022-5768489
Phone number
+44 131 243 2919
