Part time Estate Planning Administrator/PA (WFH)

BM Estate Planning Limited • Temporary • Cambridge, Cambridgeshire, England, United Kingdom • £20k - £22.50k / year • 5h ago

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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