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

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