Client Associate - Paralegal

Posted 26 October by Office Collective
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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.

Reference: 44489039

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