Executive Assistant - Trusts, Estates & Tax in Birmingham
Executive Assistant - Trusts, Estates & Tax

Executive Assistant - Trusts, Estates & Tax in Birmingham

Birmingham Full-Time 28000 - 39200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support our Trusts, Estates and Tax team with admin, financial tasks, and client communication.
  • Company: Join a professional firm in Birmingham City Centre with a flexible hybrid work model.
  • Benefits: Enjoy 25 days holiday, pension scheme, annual salary reviews, and bonus opportunities.
  • Why this job: Make a real impact in a supportive environment where your contributions are valued.
  • Qualifications: Experience in office administration, strong communication skills, and proficiency in Microsoft Office.
  • Other info: Dynamic role with opportunities for growth and development in the legal sector.

The predicted salary is between 28000 - 39200 £ per year.

Permanent Hybrid: 3 days office / 2 days from home

Salary: £28,000 per annum

Benefits: 25 days holiday plus bank holidays, Pension scheme, Annual salary reviews, Bonus scheme (typically 5–7%)

Location: Birmingham City Centre (Hybrid: 2 days from home)

We’re looking for a proactive Legal Administrator to support our Trusts, Estates and Tax legal team. You’ll be a key part of the team, providing administrative, financial, and file management support across multiple client teams. This is a great opportunity to work in a professional, flexible environment where your contributions really matter.

Role overview

  • Act as first point of contact for queries, liaising with lawyers, clients, and internal staff.
  • Manage case files and ensure accurate documentation in our systems.
  • Prepare and produce documents, reports, and correspondence.
  • Assist with financial processes, including expense claims, bills, and money requests.
  • Organise meetings, bookings, and administrative tasks to keep the team running smoothly.
  • Ensure compliance with firm-wide and departmental policies.

About you

  • Experienced in office-based administration, ideally in a Law and/or professional services environment.
  • Highly organised with the ability to manage multiple tasks and meet deadlines.
  • Strong communicator, confident liaising with internal and external clients.
  • Proficient in Microsoft Office and open to learning new systems.
  • Detail‑oriented, proactive, and adaptable with a positive can‑do attitude.
  • Team player who takes responsibility for delivering high‑quality work.

Executive Assistant - Trusts, Estates & Tax in Birmingham employer: Distinct Recruitment

Join a dynamic and supportive team in Birmingham City Centre, where your role as an Executive Assistant will be valued and impactful. With a hybrid working model, generous holiday allowance, and opportunities for professional growth, we foster a culture of collaboration and excellence. Our commitment to employee development and well-being makes us an exceptional employer for those seeking a rewarding career in the legal sector.
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Contact Detail:

Distinct Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Executive Assistant - Trusts, Estates & Tax in Birmingham

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field and let them know you're on the hunt for an Executive Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Familiarise yourself with their Trusts, Estates, and Tax services so you can show off your knowledge and enthusiasm during the chat. We want to see that you’re genuinely interested!

✨Tip Number 3

Practice your communication skills! As an Executive Assistant, you'll be liaising with clients and lawyers, so being articulate and confident is key. Try mock interviews with friends or family to get comfortable with answering common questions.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and ready to contribute to our success.

We think you need these skills to ace Executive Assistant - Trusts, Estates & Tax in Birmingham

Legal Administration
File Management
Document Preparation
Financial Processes
Meeting Organisation
Compliance Knowledge
Office Administration
Communication Skills
Microsoft Office Proficiency
Organisational Skills
Attention to Detail
Proactivity
Adaptability
Teamwork

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your office-based administration experience, especially in legal or professional services, to show us you’re the right fit for the role.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this position. Share specific examples of how you've managed multiple tasks or supported a team in the past, so we can see your proactive approach in action.

Show Off Your Communication Skills: Since you'll be liaising with lawyers, clients, and internal staff, it’s important to demonstrate your strong communication skills. Use clear and concise language in your application to reflect your ability to communicate effectively.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

How to prepare for a job interview at Distinct Recruitment

✨Know Your Role Inside Out

Before the interview, make sure you thoroughly understand the responsibilities of an Executive Assistant in a Trusts, Estates & Tax environment. Familiarise yourself with the key tasks mentioned in the job description, like managing case files and liaising with clients. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.

✨Show Off Your Organisational Skills

Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure deadlines are met, as this will highlight your suitability for the position.

✨Brush Up on Your Communication Skills

As a key point of contact for queries, effective communication is crucial. Practice articulating your thoughts clearly and confidently. You might even want to role-play common scenarios you could face in the role, such as handling client inquiries or coordinating with lawyers, to showcase your communication prowess during the interview.

✨Demonstrate Your Tech Savviness

Being proficient in Microsoft Office is essential, but don't stop there! If you have experience with any legal management systems or other relevant software, be sure to mention it. Showing that you're open to learning new systems can also set you apart, so express your enthusiasm for adapting to new technologies.

Executive Assistant - Trusts, Estates & Tax in Birmingham
Distinct Recruitment
Location: Birmingham

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