Executive Assistant (Trusts, Estates and Tax) page is loaded
Executive Assistant (Trusts, Estates and Tax)
Apply locations Oxford posted on Posted 3 Days Ago job requisition id JR100987
About the role
As an Executive Assistant you will provide administrative, financial and file management support for the respective legal practise area. This role will work across multiple client teams. We trust our people to work flexibly in the way that works best for them, their teams and our clients. Our firm is set up to ensure everyone’s voice is heard, and mutual respect is shown by all.
Key Responsibilities
* Liaising with admin and other staff at key client(s), being a first port of call for queries and resolving these or referring on as appropriate.
* Ensuring current knowledge and adherence to client specific protocols and processes.
* File opening and closing liaising with lawyers for required information; processing within the case management and finance systems for file opening and closing; generation of client care documentation and recording of other compliance information on file opening.
* Production and circulation of regular update reports for client.
* Conflict searches: Processing and triaging conflict searches on new files for lawyer review.
* Creating and uploading information to client data rooms.
* Updating and maintaining files, ensuring post and documents are copied, scanned and printed as appropriate and are named and filed correctly in our case management system.
* Document production: audio typing and general document production (Word, Excel, PowerPoint).
* Entering data into the key dates system.
* Time recording if required for self or as a lawyer’s delegate.
* Processing room and taxi bookings as required, organising hand deliveries and courier requests.
* Assisting with the processing of bills and expense claims as required.
* Completing cheque requests, money in and money out requests.
* Proactively offer assistance wherever possible.
* Ensure compliance with firm wide/department policies and procedures including ensuring internal client data accuracy.
Your skills and qualifications
* Relevant office-based administration experience.
* Good experience of document management/case management systems and a willingness to learn new systems when applicable.
* Good knowledge of Microsoft Office.
* To be an effective communicator with the ability to liaise with internal and external clients in a professional manner; striving to provide exceptional service at all times.
* An effective team player.
* Good organisational skills and ability to manage own time effectively within a fast-paced environment, meet deadlines and remain calm under pressure.
* Conscientious, taking personal responsibility for own work and accountability for its delivery and quality.
* Positive can-do attitude with the ability to learn new systems and processes and adapt to change.
* Excellent attention to detail.
* Customer service focused.
* Proactive, professional and flexible approach to work.
Smart. Bold. Together. We Are Freeths.
Become part of the team at Freeths.
View some of our recent highlights on our website here .
Do we sound like a match? If you’re someone who cares deeply, communicates openly and collaborates effectively, then we’d love to have you join our diverse, inclusive team.
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We’re 1000+ Freethinkers, striving to create a better place. We’re committed to living our values – smart, bold, together – and making a positive change at every touchpoint for our colleagues, clients and communities. We’ve built our law firm on solid foundations of integrity, entrepreneurialism and expertise. This has helped us grow into one of the largest full-service law firms in the UK, with 13 offices and over 1000 colleagues, and counting.
1. Think Ambition: We’ve built our law firm on solid foundations of integrity, entrepreneurialism and expertise. This has helped us grow into one of the largest full-service law firms in the UK, with 13 offices and over 1,000 colleagues, and counting. Matching individual ambition and our firm’s ambition matters. That’s why we develop our people by making sure every one of our team feels connected through a clear progression pathway and leadership support. It’s helped us to grow an award-winning reputation in the eyes of our clients and competitors that each and every one of the Freeths team works hard to uphold in everything we do.
2. Think Recognition: Sharing success matters to us. We love to showcase excellent work across the firm and celebrate our people through our employee awards. We recognise our teams work hard together to deliver the best solutions for our clients. That’s why g reat work is well rewarded - our rewards and benefits are among the best in the business.
3. Think Together: Our people are at the heart of what makes Freeths such a great place to be. We’re a firm where people care about each other and employee wellbeing is high on the agenda. Our firm is set up to ensure everyone’s voice is heard, and mutual respect is shown by all. We understand that differences add strength, which means we maintain a diverse culture where everyone has the freedom to be themselves and thrive.
We're committed to championing diversity and building an inclusive culture. We want to recruit, develop and retain the most talented people, regardless of their background. We welcome applications from everybody, particularly those from marginalised backgrounds.
We celebrate difference, encourage diversity of thought and are dedicated to continually challenging our processes to maintain fairness, equity and transparency. If you require additional support at any stage of the recruitment process due to a disability or a health condition, please do not hesitate to contact !recruitmentfreeths@freeths.co.uk and we will be happy to discuss.
Recruitment Agencies
We are committed to sourcing candidates directly where possible. For particular roles, we may work with preferred suppliers who will be invited by our resourcing team to support us. We may also agree to accept CVs from other suppliers on an ad hoc basis (to be agreed in writing). We will not be responsible for fees in relation to CVs or profiles submitted directly to our partners or other employees or for any applications not submitted via our portal. Agencies should contact our recruitment team before submitting unsolicited applications.
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