Private Client Support Specialist

3 weeks ago


Basingstoke, Hampshire, United Kingdom Ashville Knight Full time £25,000 - £30,000
Job Title: Private Client Support Specialist

We are seeking an experienced Private Client Support Specialist to provide high-quality secretarial support, including using a digital dictation system to produce correspondence and other documentation related to Private Client matters.

Job Summary:

This is a key role that requires the right candidate to assist with client telephone queries and manage email correspondence. The ideal candidate will have at least 2 years of previous experience in Private Client and be able to work Monday to Friday, 9am to 5:30pm.

Key Responsibilities:
  • Provide full secretarial support to the Private Client team, including producing correspondence and documentation.
  • Assist with client telephone queries and manage email correspondence, ensuring timely and efficient communication.
  • Complete forms relating to tax, including Inheritance Tax, accurately and efficiently.
  • Arrange meeting room bookings and travel arrangements as required.
Requirements:
  • At least 2 years of previous experience in Private Client, providing high-quality secretarial support.
  • Ability to work Monday to Friday, 9am to 5:30pm, with flexibility as needed.
  • Excellent communication and organizational skills, with attention to detail and accuracy.
Benefits:
  • Salary: £28,000 per annum (dependent on experience).
  • Company pension scheme, offering a secure retirement plan.


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