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SalaryThe Role
Our Private Client team in Bedford Row, Holborn is seeking a highly motivated, professional Executive Assistant who can demonstrate a breadth of skills and experience.
The successful candidate will work in a supportive collegiate team that is widely recognised for its expertise in this area.
The Private Client team handles high quality work including: advising families and family offices on wealth protection and succession; advising on residence and domicile; administration of complex estates; cross-border issues; advising individuals on the tax implications of family breakdown; succession planning for family businesses and entrepreneurs; the creation, administration and taxation of trusts; advising on and drafting wills; taxation advice; and advising on capacity issues. Our client base is varied and we act for high-net worth individuals and their families.
The work is interesting and varied and includes but is not limited to:
- Proactively supporting the team in providing exceptional service and experience to all clients, prospective clients and third parties.
- Responsible for the administrative processes for the team and the compliance with firm-wide policies and processes.
- Proactive diary management for the team.
- Act as liaison between the team and the business support groups across the firm.
- Ensure fee earner compliance with all relevant risk management requirements on file opening and closing, including records of conflict checking, anti-money laundering checks, client care letters/terms and conditions and large value retainers.
- Assist in all aspects of the department’s events, away days, seminars or other events the department may arrange including mailing lists, invitations, responses, and creating any content.
Technical skills and expertise
- Previous experience of working in a Private Client department is essential.
- Proficient in the use of Microsoft Office, specifically Microsoft Outlook (advanced), Microsoft Word (advanced), Microsoft Excel (intermediate) and PowerPoint (basic).
- Basic knowledge of adding and editing client and contact details in the Firm’s Client Relationship Management system (CRM) and dealing with CRM queries within the team.
- Great attention to detail with the ability to proof read and check outgoing communications when required.
- Strong organisational and time management skills, whilst working to deadlines with limited supervision
- Excellent interpersonal and communications skills, able to develop good working relationships with clients and third parties.
- Strong literacy and numeracy skills
- Ability to work with limited supervision
Your career development
The Executive Assistants are part of a cohort across the firm which enables networking and sharing of knowledge and expertise. A bespoke training programme is provided to support you with your development.
Salary and benefits
We offer competitive salaries and generous benefits.
We welcome direct applications. If you would like any further information about the firm please contact a member of the HR team. We are NOT accepting agency submissions for this role.
We have a diverse workforce and aim to attract high calibre applicants that reflect the demography of our geographical location and client base. Individuals will be employed solely on merit and the requirement of the position. No applicant or employee receives less favourable treatment on the grounds of sex, race, marital status, disability, age, sexual orientation, gender Identity or religion. Reasonable adjustments will be made to eliminate or reduce disadvantage.
