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You will work in the Private Client team to provide professional, pro-active, high-level secretarial support on a broad range of issues relating to estates and private property, tax, and planning. You will work with an allocated fee earner or group of fee earners as well as supporting the wider fee earning team.
The team covers:
* Succession planning
* Creation, administration, and termination of trusts
* Advice to Trustees and Beneficiaries
* Trust Taxation
* Offshore trusts
* Lasting Powers of Attorney
* Administration of Estates
Purpose of job
You will work in the Private Client team to provide professional, pro-active, high-level secretarial support on a broad range of issues relating to estates and private property, tax, and planning. You will work with an allocated fee earner or group of fee earners as well as supporting the wider fee earning team.
The team covers:
* Will drafting
* Succession planning
* Tax-efficient lifetime giving
* Disputed Wills
* Creation, administration, and termination of trusts
* Advice to Trustees and Beneficiaries
* Trust Taxation
* Offshore trusts
* Lasting Powers of Attorney
* Administration of Estates
Technical ability
* Produce and amend documents with speed and accuracy
* Format, paginate, number, and present documents in Birketts LLP house style
* Proofread all work, checking for spelling and grammar
* Use key software packages and take responsibility for relevant training
* Work proactively with fee earners to produce relevant documentation
* Use of Isokon for estate administration is a benefit
Administrative skills
* Manage diaries of fee earners in Microsoft Outlook, including creating and managing datarooms and file processes
* Make appointments, arrange meetings/conferences, send/respond to invites
* Process expense claims, payment requisitions, and other forms
* Maintain electronic and paper filing systems
* Prepare narratives and bills, keep billing files up to date
* Carry out photocopying and scanning as required
Professional Skills
* Clarify instructions from fee earners when unclear or deadlines are not explicit
* Respond politely and professionally to telephone enquiries, take accurate messages
* Support team members and provide cover as needed to ensure high standards and deadlines are met
* Support fee earners in all activities and perform other duties as reasonably requested
General Approach
* Show a positive approach and interest in the work
* Take initiative and seek solutions to problems
* Support fee earners when clients demand timely delivery
* Build working relationships within the team and with colleagues
The candidate
You will have operational contribution skills, excellent communication, and general skills in:
* Strong administration experience
* Enthusiastic, professional attitude
* Attention to detail, organizational skills, reliability
* Self-motivated, proactive, eager to learn
Skills
* Typing speed of at least 50 wpm
* Excellent spelling, punctuation, and communication skills
* Discretion and IT proficiency (Outlook, Word, PowerPoint, Excel)
* Positive team attitude, good telephone manner
* Adaptability and flexibility
* Reliability, organization, ability to work under pressure
* Commitment to ongoing learning
Equal opportunities
Birketts is committed to equality and diversity. We offer various benefits including holiday entitlement, healthcare, pension, profit sharing, and more. We welcome applications from diverse candidates, and our selection is merit-based.
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