Client Services Assistant

About the Company

About the Position

Key Responsibilities

• Client Communication Management: Reviewing, categorising, prioritising and distributing all incoming client correspondence. You'll be adept at assisting clients directly to resolve queries at the first point of contact.
• Diary & Meeting Management: Efficiently managing diaries, scheduling meetings and sending confirmations for both in-person and virtual (Zoom) engagements. You'll also greet clients for onsite meetings and provide support (e.g., refreshments, scanning).
• Email & Call Handling: Managing the email inboxes of two professionals, ensuring timely responses and proper filing. You'll also answer, screen and direct telephone calls, taking messages or resolving queries on the spot where possible.
• File & Data Management: Opening new client files, managing Anti-Money Laundering (AML) documentation and performing data entry on their case management system.
• Ad Hoc Support: Providing general administrative and ad hoc support to the team.

Experience/Requirements

We're looking for a candidate with a solid professional foundation and a commitment to excellence.

• Minimum 3 years' experience in a professional office environment.
• A minimum typing speed of 40-50 words per minute.
• Excellent written and verbal communication skills.
• Fluency in English, both written and verbal is essential.
• High level of attention to detail when reviewing documents and correspondence.
• Strong sense of initiative and reliability.
• Proven ability to manage multiple tasks and meet deadlines.
• Strong IT and system skills, with strong experience in Excel, Word and Outlook.
• A strong work ethic and professional demeanour.
• Ability to work collaboratively as part of a team, while also being proactive and self-motivated.
• Experience with the Practice Evolve package (or similar case management system) is preferred but not essential.

Remuneration Package

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