Estate Planning Administrator/PA
This exciting role requires someone with previous PA/administration experience. Ideally that experience would have been in financial or legal services.
Working from home three days a week (and supplied with a laptop, printer and other necessary stationery) you will report to and support the Head of Estate Planning (HoEP) in a number of areas:
- Loading new information onto our system
- Printing; collating; binding and sending legal documentation out to clients
- Using Royal Mail postal services
- Scanning and saving documentation
- Proactively communicating with existing clients regarding regular reviews
- Making payments as instructed by the HoEP
- Other tasks assigned by the HoEP to support and grow the business
- Occasionally assisting with the organising of events
- Meeting with the HoEP face to face and over the phone on a regular basis, locally
- Fluent in Outlook, Excel, Word with exceptional literacy, presentation and attention-to-detail skills
- Very occasionally required to attend our head office in Central London or organised events
- A flexible, can-do attitude
