The purpose of the role is to provide administration support to all team members including consultants and their clients, ensuring we are efficient, reducing the admin burden of fee earners and providing seamless processes for our external clients.
Summary of main duties and responsibilities:
Answering telephone calls received from our 3rd party provider within a timely manner.
Completion of scanning incoming post, including saving to file, creating tasks for team members, and notifying the team of post received.
Completing support requests via central inbox including:
File opening requests - including completing in line with agreed SLA of 3rd party referrers.
Printing and posting letters and documents.
Assisting with preparing and sending of bundles.
Adding documents to files.
Completing ad hoc requests, i.e., memo of sale updates, conflict checks, and solicitors.
Providing updates to fee earners regarding client status.
Ensuring compliance ID checks are requested and updated on file.
Assisting clients with ID and compliance issues.
Ad hoc admin requests from individuals.
Booking hot desks/meeting rooms.
Archiving of files.
Filing of paper documents including originals and deeds.
Record management.
Personal Attributes
Honesty and trustworthiness.
Respect.
Possess cultural awareness and sensitivity.
Flexibility and adaptability.
Demonstrate sound work ethics.
Reliability and enthusiasm.
Willingness to learn and adapt in a fast-paced, changing environment.
Skills
Microsoft Office, Excel essential.
Outstanding interpersonal skills.
Initiative.
Time management and prioritization abilities.
Analytical and problem-solving knowledge.
Decision-making abilities.
Effective verbal and listening communication skills.
Attention to detail and a high level of accuracy.
Effective written communication capabilities.
Resilient.
Ensuring confidentiality concerning financial and client files.