LEGAL PA – PRIVATE WEALTH

Job title:

LEGAL PA – PRIVATE WEALTH

Company

Career Legal

Job description

Are you an exceptional and detail-oriented individual with a passion for supporting high-net-worth individuals in managing their wealth and personal affairs? We are currently seeking a dynamic Private Wealth Personal Assistant to join our prestigious UK-based law firm, home to one of the largest private wealth teams in the country.We are a leading UK law firm renowned for our expertise in private wealth management. With one of the largest private wealth teams in the country, we provide comprehensive legal services to ultra-high-net-worth individuals and families. Our commitment to excellence and personalized client service sets us apart in the industry. As a Private Wealth Personal Assistant, you will have the opportunity to work alongside seasoned professionals and contribute to the success of our clients.Position Overview: As a Private Wealth Personal Assistant, you will be responsible for providing comprehensive administrative and operational support to one or more Associates and/or Partners within our private wealth management division. Your primary focus will be to assist with managing their personal and financial affairs, ensuring smooth operations, and enhancing the overall client experience.Responsibilities:

• Act as a trusted confidant and primary point of contact for the assigned senior Associate(s), demonstrating professionalism, discretion, and maintaining strict confidentiality.
• Manage complex calendars, schedule appointments, and arrange meetings, both internally and externally, coordinating with various stakeholders across different time zones.
• Organize extensive travel arrangements, including flights, accommodations, transportation, and visa requirements, ensuring efficiency and adherence to preferences and itineraries.
• Prepare and proofread correspondence, reports, presentations, and other documents, maintaining accuracy and attention to detail.
• Handle a wide range of administrative tasks, such as managing phone calls, screening emails, handling mail, and coordinating personal errands and requests.
• Collaborate closely with other team members, including wealth managers, legal professionals, and other support staff, to facilitate seamless communication and deliver exceptional client service.
• Assist in financial matters, such as tracking expenses, processing invoices, managing budgets, and coordinating with accounting and finance departments as necessary.
• Conduct research on various topics, compile information, and provide summaries or recommendations to support decision-making processes.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Handle ad hoc projects and assignments as requested by the senior executive(s) or management team

Qualifications and Skills:

• Proven experience as a Legal Personal Assistant or Legal Secretary in a private wealth management or legal environment.
• Strong understanding of wealth management concepts, financial terminology, and investment products.
• Exceptional organizational and multitasking abilities, with a keen eye for detail.
• Excellent verbal and written communication skills, with the ability to interact professionally with clients and colleagues at all levels.
• Discretion and ability to handle sensitive information with confidentiality.
• Proficiency in using productivity tools such as Microsoft Office Suite and familiarity with relevant software and platforms.
• Strong problem-solving and decision-making skills, with the ability to anticipate needs and proactively address issues.
• Flexibility and adaptability to work in a fast-paced and ever-changing environment.

Expected salary

Location

Greater London

Job date

Wed, 05 Jun 2024 04:56:07 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (tendersglobal.net) you saw this job posting.