Our Private Wealth team is seeking a Junior PA to provide
proactive, high-level administrative and organisational support to fee earners
including one Partner, helping them to deliver an outstanding client service
through effective diary and email management, document production, billing
support and coordination of client matters and meetings. Working closely with
the PA based in London, and the other PAs across the Tax Service Line. This is an exciting opportunity for someone
seeking a new challenge in an exciting and busy environment.
This is a permanent position, based in our central Bristol
office with some hybrid working available.
The team
Our team is based across our offices in Bristol and London,
working closely together on matters.
The team supports high-net-worth individuals, families,
entrepreneurs and family offices with all aspects of their personal and
business wealth. The team advises on tax, estate and succession planning,
trusts, family governance and the structuring and protection of assets, with a
particular focus on international families and business owners. In addition to
our strong UK and wider European client base, we also act for clients from the
Middle East, Far East, Europe and Africa.. The team works closely with specialists
across the firm and offers high-quality, tailored support to clients with
complex financial and personal affairs, in a friendly, professional and
collaborative environment.
What you'll do
Key Responsibilities:
- Proactive inbox and diary management, including emails,
calendars and e-filing
- Handling post, including collection, scanning, saving/filing
and distribution
- Managing original documents, including archiving, storage,
retrieval and arranging the posting of originals. This is an important part of the team process
- Maintaining and updating team records, databases and
spreadsheets
- Organising and coordinating travel and related logistics
- Preparing and submitting expenses
- Processing financial requests, including cheques and
payments in/out
- Supporting the billing process, including time recording and
bill preparation
- Drafting routine correspondence and emails
- Formatting, amending and preparing documents and engagement
letters
- Managing client and matter inception (CMI), including file
opening and engagement documentation
- Managing memberships, training and conferences, including
bookings and processing payments
- Providing practical, on-the-ground administrative support
within the Bristol office, particularly in relation to post, archiving and
document management
Additional responsibilities:
- Role model flexibility and openness to change; be decisive,
responsible and take ownership of tasks
- Work closely with the Advisory management team to improve
team efficiencies, communications, management of work-in-progress and any
roll-out of IT applications and improved working practices
We are looking for
We are looking for someone with previous administrative
experience within a professional services background and who wants to develop
their career and expand their skillset. The position requires someone who is
able to use their own initiative, have good organisation skills and be an
integral team player.
You'll also be able to demonstrate:
- An enthusiastic, proactive and positive approach
- The ability to pay close attention to detail
- Excellent written and verbal communication skills
- Confidentiality, flexibility, discretion and diplomacy
- Good IT skills (Microsoft Word, Outlook, Excel, PowerPoint)
Salary and benefits
We offer competitive salaries and generous benefits. We value the health and wellbeing of our people and our wide range of initiatives and benefits support this.
Our recruitment process
Please note that although we include closing dates for our roles as a guide, we review and progress applications on a rolling basis. At Osborne Clarke we do not make any recruitment decisions using automated decision-making.
We are committed to providing an environment where you can perform to the best of your abilities at every stage of your recruitment experience and beyond. If you require any adjustments to be made during the application stage, interview process, or when working with us, please let us know in confidence.