Private Client Assistant

Job Description:

Our client in Dundee is looking for someone with Private Client experience to join their small team on a permanent basis.

Experience of working with Wills and Power of Attorney is essential.

This role can be considered on both a full time or part time basis.

The role requires the candidate to be present in the office 3 days a week.

• Experience as a paralegal or assistant in a Private Client team ideally in a law firm.


• STEP qualified/part qualified, or willing to immediately enrol in the STEP Diploma (supported by the company)

• Overseeing the preparation of legal documentation by third parties (to include but not limited to Wills, Deeds of Trust, Powers of Attorney and Deeds of Variation) and reviewing the accuracy of such documentation in comparison to the instructions.


• Assisting other Fee Earners with advising clients on tax and succession matters


• This may include assisting with the preparation of briefing notes in relation to tax and succession matters and changes to relevant legislation.


• Taking a proactive role in client relationship management and client care and be a trusted, reliable and discreet advisor for our clients.


• Executry, Trust and Charity administration.


• Proactive diary and document management to assist with a high volume of client meetings which you will be expected to attend.
  
  You will oversee administrative functions essential to implementing client instructions.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15914

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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