Private Client - Bedford, United Kingdom - Ideal Personnel & Recruitment Solutions Limited

Ideal Personnel & Recruitment Solutions Limited
Ideal Personnel & Recruitment Solutions Limited
Verified Company
Bedford, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client has a permanent, full-time vacancy for a talented, friendly and enthusiastic individual to join their firm as a Team Assistant.

If you have previous experience working as Team Assistant and are looking to strengthen your knowledge and experience further, this role could be exactly what you're looking for

They pride themselves on a friendly, approachable attitude towards staff and clients.

They offer competitive salaries, flexible working and genuine progression opportunities, supporting you to achieve your goals, whilst maintaining a great work/life balance.


The role:


  • Assisting with general private client work including drafting wills, POAs and dealing with estates and trusts.
  • Meeting and greeting clients and handling telephone discussions
  • Taking new enquiries from prospective clients
  • Dealing with the financial management and administration aspects of client matters
  • Keeping fee earners up to date on the progress of tasks
  • Managing diaries and inboxes
  • Managing electronic documents sent to and from external parties

Requirements:


  • Experience working within a Private Client Department
  • A good understanding of the Solicitors Accounts Rules
  • Advanced IT skills including Microsoft Office
  • Excellent attention to detail, organisational and communication skills
  • Great time management skills
  • Selfmotivated, outgoing and proactive
  • Calm under pressure

Benefits:

Pay. They value their employees, their salaries reflect this.

Bonus. They recognise and reward for all of your hard work.

Holidays. 26 days holiday (plus bank holidays)

Flexibility. What does work/life balance look like to you? They are open to your suggestions.

Birthday Off & Voucher. No one wants to work on their birthday. Take the day off and go shopping

Pension. To help out your future self.

Life insurance. Support for your loved ones, just in case.

Income protection. If you get sick, they guarantee a % of your salary for up to 2 years.

Vitality health insurance.

They support you to be your happy and healthy self (Free coffees, cinema tickets or even an Apple Watch are also a nice touch).

Medicash healthcare cash plan. We all hate the dentist, at least you don't have to pay for it. That amongst many other everyday healthcare needs, all covered.

Wellbeing support. They're passionate about wellbeing, including Calm premium, 24/7 employee helpline and general lifestyle assistance.


Job Types:
Full-time, Permanent


Schedule:

  • Monday to Friday

Work Location:
In person
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