Part time Estate Planning Administrator / PA (WFH)

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