At a Glance
- Tasks: Support the Head of Estate Planning with administrative tasks and client communication.
- Company: Join a dynamic team in the estate planning sector, working from home.
- Benefits: Flexible work schedule, supplied equipment, and opportunities for professional growth.
- Other info: Work three days a week from home with occasional meetings in Central London.
- Why this job: Make a difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: Previous PA/administration experience, ideally in financial or legal services.
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
Part time Estate Planning Administrator/PA (WFH) in Cambridge employer: BM Estate Planning Limited
Join a dynamic team that values flexibility and work-life balance, offering a part-time Estate Planning Administrator/PA role that allows you to work from home three days a week. With a strong emphasis on professional development, you'll have the opportunity to support the Head of Estate Planning while honing your skills in a supportive environment that encourages growth and collaboration. Enjoy the unique advantage of working in the financial services sector, where your contributions directly impact client satisfaction and business success.
Contact Details:
BM Estate Planning Limited Recruitment Team
