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Private Client Secretary

Thrive Group
Posted 19 days ago, valid for 4 days
Location

Swindon, Wiltshire SN1 3DQ, England

Salary

£20,000 - £24,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • Thrive Group is seeking a Private Client Secretary for a permanent position in Swindon, supporting fee earners with a variety of secretarial and administrative tasks.
  • Candidates should have proven experience in a similar role, particularly within private client services related to wills, estates, trusts, and wealth management.
  • The role requires excellent IT skills, fast and accurate typing, and strong communication abilities, with the ability to work under pressure and manage changing deadlines.
  • This full-time position offers a competitive salary dependent on experience and is office-based from Monday to Friday, 09:00 AM to 05:00 PM.
  • Employees will also receive 28 days of holiday plus bank holidays.

Thrive Group are delighted to be working with our client in Swindon who are actively looking to recruit for a Private Client Secretary to join a friendly team on a permanent basis.

What you will be doing:

Supporting the Private fee earners within the department, you will be tasked with a wide range of secretarial and administrative duties to include;

  • Drafting legal documentation and correspondence
  • Opening and closing client files
  • Digital dictation and copy typing
  • Sorting and prioritising mail, emails and messages
  • Liaising with clients and internal departments via phone, email and occasionally face to face
  • Managing Fee Earner's diaries
  • Adhoc duties when required

What you will need to succeed:

  • Proven experience in a similar secretarial role within private client and dealing with wills, estates, trusts, and wealth management
  • The ability to work under pressure with ever changing deadlines
  • Excellent IT skills including MS Office (word/outlook and excel)
  • Fast and accurate typing skills
  • First rate communication skills at all levels

What you will receive in return:

  • Competitive DOE
  • Full time 100% office-based role.
  • Monday to Friday - 09.00AM to 17.00PM
  • Holidays 28 days + Bank holidays

What you need to do next:

If this position sounds of interest and you would like to be considered. Please contact Sarah at Thrive Group on Direct line (phone number removed) or email sarah.elliott @(url removed)

Thrive Group are acting as an employment agency in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO

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