Private Client Assistant

1 day ago


Cambridge, Cambridgeshire, United Kingdom Ideal Personnel & Recruitment Solutions Limited Full time
About the Role: We are looking for an experienced Private Client Assistant to join our team. As a key member of our team, you will be responsible for assisting with various tasks, including managing client matters, maintaining databases, and providing administrative support.

Responsibilities:
- Assist with the preparation of wills, Powers of Attorney, and other estate planning documents.
- Meet and greet clients, handle phone calls, and respond to emails.
- Maintain accurate records, manage databases, and perform administrative tasks as required.
- Collaborate with colleagues to ensure seamless delivery of services.

What We Offer:
- Competitive salary, ranging from £25,000 to £40,000 per annum.
- Opportunities for professional growth and development.
- Collaborative and supportive team environment.
- Flexible working arrangements.

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