PA

Term: Permanent
Working hours: Full-time
Department: Private Wealth & Tax
Location: Aberdeen
The team

Shepherd and Wedderburn are currently recruiting for a PA to join their Private Wealth and Tax team based in Aberdeen.  The successful candidate will provide effective and efficient PA and secretarial support to primary fee earners.  

The role
  • To accurately undertake the production/drafting of correspondence and appropriate documentation e.g. deeds, utilising firm precedents on behalf of fee earners and proof-reading documents to ensure accuracy is maintained
  • To work to stated deadlines and adjust priorities to accommodate changing needs
  • To use Winscribe (dictation) to its fullest advantage and maintain reliable service to fee earners
  • To prepare Excel spreadsheets as required
  • To liaise/coordinate fee earners’ diaries and responding to enquiries relating to availability
  • To update all fee earners’ clients and contacts (including CMS/Marketing database) ensuring details are correctly logged
  • To use the Condeco (room booking) system for meetings with clients and contacts
  • To liaise and proactively act on behalf of fee earners with any member of staff or external client or contact
  • To set up new client matter files, in line with anti-money laundering compliance requirements (e.g. collating client ID and proof of address)
  • To manage fee earners inbox/sent items as required
  • To undertake filing/scanning/photocopying as required
  • To complete pre-bills and issue invoices to clients as required
  • To understand and apply correct procedures for administration duties for fee earners
  • To utilise the firm's systems and procedures to fullest advantage
  • To communicate effectively with fee earners and/or line manager regarding workflow and ability to assist
  • To provide assistance throughout the firm as required
  • To create and maintain effective working relationships with colleagues
  • To actively seek training where any need is identified
  • Undertake any other reasonable duties as requested by the fee earners or line manager