Private Client Assistant – £24,000pa, (WFH after training)

Working hours for this post are Monday to Friday, 9am to 5pm, with an hour for lunch

Reporting to the Private Sector Manager and working from the Shoreditch Offices

The purpose of this role is to provide a really effective admin support service to the Private Sector research department of this growing company, in a timely and professional manner. You will be the main anchor in the office, providing support services to an extremely busy and dynamic team, Liasing with Estate Administration from Solicitors, Banks, Corporate and State Trustees through to charities, professional administrators and executors alike.

There is plenty of scope to the position, with lots of room to grow and develop within the company to roles such as Senior Team Administrator and more! You will need 1 year’s office experience as a minimum to be invited for interview.

Main duties and responsibilities:

* Undertaking reviews of pending, unpaid files

* Updating files & systems, data entry and updating clients accordingly

* Providing an effective and efficient customer service, Liasing with high end corporate clients on regular basis

* Assisting Case Managers with written correspondence and report preparation

* To help with ordering and distributing certificates

* Processing family tree requests

* Assisting the Private Client Team with creating distribution schedules

* Any other additional duties appropriate to the post as requested

Essential qualities:

* Good working knowledge of Microsoft Word and Excel

* Excellent telephone manner

* High attention to detail

* Methodical approach

* Excellent communication and interpersonal skills

* Ability to work on own initiative and organise own workload

* Problem solving skills, with the ability to respond to sudden, unexpected demands

* Reliable, flexible and adaptable

* Good work ethic

* Ability to cope under pressure

* Contribute to the effectiveness of the team

* Autonomous working

* Commitment to the principles of equality and diversity


* Experience working in an office environment for at least 12 months

* Confidence in handling phone enquiries from members of the public and the ability to communicate with them in a courteous manner

* Experience of handling and resolving customer queries and complaints

Company benefits:

This is an initial 1 year FTC, with genuine possibility of extension beyond this period to a Permanent contract, with the opportunity to progress within the company.

Annual leave is 25 working days per annum (plus bank holidays), rising to 28 working days after successful completion of the probationary period.

The company operates a Workplace auto-enrolment Pension Scheme which you will be opted into after 3 months of employment, if you wish.

You will be working in the company offices in the bustling area of Shoreditch, with a highly collaborative, supportive and friendly team! After 3 months you will be able to work from home at least a few days per week.

The salary for this position is £24,000pa

Ability Recruitment Limited is acting as an employment agency for this vacancy