Junior PA; Private Wealth

Role profile

Our Private Wealth team is seeking a Junior PA to provideproactive, high-level administrative and organisational support to fee earnersincluding 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 withthe PA based in London, and the other PAs across the Tax Service Line. This is an exciting opportunity for someoneseeking a new challenge in an exciting and busy environment.

This is a permanent position, based in our central Bristoloffice with some hybrid working available.

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 aparticular focus on international families and business owners. In addition toour 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.

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 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 isable 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)

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.

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…