Client Associate - Paralegal
- Exceptional client focus, advanced MS Office
- Salary up to £50K + very generous discretionary bonus
- 3% pension, private medical and dental, 25 days hols
- Dynamic and fast-growing boutique finance firm - ultra HNW clients
- Notting Hill - stunning, high-end offices
- 8am - 6pm, Monday to Friday
- Warm and friendly culture
Role overview:
This unique opportunity is based in beautiful offices in Notting Hill for a growing and dynamic entrepreneurial private investment business consisting of 20 highly driven, talented employees. They provide asset management and investment banking services to a portfolio of clients including ultra-high net worth families.
We are ideally looking for a paralegal who is now looking to move on from the legal sector and is keen to explore a new industry within finance in a client-facing and administrative position.
This role would suit an exceptional professional with strong IT skills and a calm, solutions-based approach. There is a great deal of direct client involvement so you'll be a natural Ambassador with the ability to nurture strong business relationships whilst thriving in a fast-paced environment.
Key requirements:
- Legal experience preferred
- Advanced MS Office with the ability to produce polished documentation
- Excellent command of the English language and strong proofreading skills
- Ability to thrive within a fast-paced, entrepreneurial environment
- Exceptional client focus and a high level of emotional intelligence
- Ability to think outside the box and remain several steps ahead
- Initiative and proactive approach
- Solutions focused
Key responsibilities:
- Extensive client contact and involvement
- Producing communication materials
- Preparing, formatting and proofreading documents
- Liaising with banks on all aspects of wealth management
- Progressing action points
- Monitoring workflows
- Maintaining CRM systems
- Delivering on client requests from support on investments to gifting and travel
- Varied ad hoc projects
Due to the high volume of applicants, Office Collective can only respond to successful candidates. We wish you the best of luck with your job search.