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Pa - edinburgh, scotland, united kingdom

Dunfermline
Cross Resourcing
Personal assistant
Posted: 12h ago
Offer description

Personal Assistant (PA) – Professional Services – Edinburgh

Full-Time | Permanent | 33.75 hours | Monday–Friday | Hybrid (after initial office-based period)

About the Employer

Our client is a well‑established organisation within the professional services sector, known for delivering tailored and discreet support to a wide range of private clients. The firm operates across multiple UK locations and provides comprehensive legal, tax, and advisory services with a strong focus on quality, client care, and teamwork.

They foster a collaborative, people‑centred culture where colleagues are supported to perform at their best and contribute to a positive working environment.

The Opportunity

We are assisting our client in recruiting a Personal Assistant (PA) to join their administrative and office support function in Edinburgh, working closely with a specialist legal team.

This is a full‑time, permanent role within a well‑structured support environment. The role will initially be fully office‑based, with hybrid working available once established in the position.

The successful candidate will provide comprehensive PA and administrative support to Partners and Solicitors, allowing them to focus fully on client service and legal work by managing all associated operational, organisational and administrative tasks.

Key Responsibilities

Proactive PA & Executive Support

* Deliver a high‑quality PA service supporting senior legal professionals
* Anticipate requirements, preparing information and resources ahead of deadlines
* Handle sensitive and confidential information with discretion

Diary, Inbox & Communication Oversight

* Take full responsibility for diary and schedule management
* Manage inboxes, prioritise communications, draft responses where appropriate, and ensure timely action on all items
* Use judgement to triage enquiries and route information appropriately

File, Document & Matter Administration

* Oversee full administration of client matters and documentation
* Maintain accurate records, ensure compliance requirements are met, and coordinate with internal support teams during matter opening and closure
* Prepare meeting packs and ensure materials are available in advance

Correspondence & Meeting Coordination

* Manage incoming and outgoing correspondence, ensuring it reaches the appropriate recipients promptly
* Arrange internal and external meetings, including logistics, technology setup, room bookings, and hospitality
* Coordinate travel arrangements and ensure all itineraries and materials are properly organised

Business Development & Team Support

* Assist with preparation for BD activities, including event materials, meeting support, and maintaining contact information
* Support colleagues within the team during busy periods or absence cover

Financial Administration

* Support financial processes including billing, document preparation, payment requests, and related administrative work
* Liaise with finance colleagues to ensure accuracy and timely completion of tasks
* Produce reports from internal systems and prepare draft communications to clients
* Assist with compliance requirements, including internal approval processes and regulatory documentation

Skills & Experience Required

Essential

* Previous PA experience
* Strong organisation, planning, and communication skills
* Proficiency in Microsoft Office applications
* Excellent attention to detail, accuracy, and reliability
* Ability to use initiative, manage multiple priorities, and work autonomously
* High level of discretion when handling confidential information

Desirable

* Experience within legal, financial, or professional services
* Familiarity with case management or document management systems

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