Client Associate - Paralegal

  • Office Collective
  • Dec 01, 2021
Full time Legal

Job Description

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.