Some of your daily responsibilities will include, but are not limited to:

• Managing diaries, scheduling meetings and acting as a point of contact for clients

• Liaising with clients and developing rapport, dealing with any general enquiries and providing an exceptional level of clients service

• Opening, closing and archiving client files, recording financial assets and managing correspondence

• Supporting with case progression, assisting with the completion of relevant documents, forms and applications towards deadlines

• Producing any reports and reconciling accounts, liaising with the firm’s financial advisors and case managers to oversee payments

• Managing all paper and electronic files, ensuring all information is recorded and updated accurately on the case management system

• Provide additional administrative support to the wider team when required

The ideal candidate will have previous administrative experience, ideally within legal or professional services. You must have a proactive approach to your work, confidence managing a high-volume workload and the ability to work at a fast pace when completing work to tight deadlines. This is an incredibly exciting opportunity for the successful candidate to join a firm with strong values, incredible benefits and a great work culture!

If you believe you have the relevant experience and skill set for this role, please apply online directly with your most up-to-date CV, or contact Sharan on 0121_633_4443 to find out more about our registration process. If you are already registered with Katie Bard, please contact your consultant directly. Katie Bard is an Equal Opportunities Employer. Katie Bard is acting as an employment agency.