Tax and Trust Administrator

Business Unit - Private Client

The Vacancy

We are currently recruiting for a Tax and Trusts Administrator. You will develop into the role to provide efficient and effective administrative support to the Tax & Trusts team and to enable the department to achieve its objectives. To ensure that work done by the department complies with internal quality standards and external requirements.

Key Responsibilities

• Undertake administrative duties for the department including, but not limited to: data entry, file opening, photocopying, copy typing, filing, archiving, transferring time from files, drafting letters and memos, conducting AML checks and take minutes in team meetings
• Answer telephone calls from clients & 3rd parties, take messages and pass messages to relevant individuals within the team
• Correspond with clients as necessary through telephone, email, letter and face to face
• Provide administrative support for business development and marketing activities including booking facilities and refreshments, booking specialists, preparing presentation materials and associated marketing documentation
• Update the CRM system to input data and manage the client information through the system including adding contact details, referrals and new clients
• Fully integrate into the department and team. Work closely with other members of the Private Client team to ensure work is done to expected standards in required time frames
• Any other reasonable duties as requested by your Manager or other Fee Earners

Skills, Experience and Attributes

• Previous experience within a Legal Assistant or Administrative role
• Excellent organisation capability with the ability to effectively prioritise
• Solid understanding of Microsoft Office suite and other relevant IT platforms
• Strong written communication skills
• Demonstrate a good understanding of client relationship management

The Company

As a people-focused firm, ours is a culture of heart, not ego. In our inclusive environment, we support each other as we strive for success. For ourselves. For each other. And for our clients and communities.

We know our people are what sets us apart. That’s why we’re committed to creating a dynamic and inclusive environment where you can thrive and achieve your full potential. Because this isn’t 'just another job in law’. This is an opportunity for ambitious legal professionals to develop rewarding careers, in a culture that cares.

We’re on a mission to create a dynamic and inclusive culture. And that starts with our recruitment process. If you have a disability, whether visible or not, we want to work with you every step of the way. Because we want to give you the best chance of success when you apply.

If you are interested please submit your CV to Tanya Browns Recruitment Group as directed