Ref: 35108
Jersey
Part Time Permanent
Compliance, Legal, Part-time Our client is seeking a Private Client Assistant for approximately 25 hours per week, to provide timely and accurate administrative, secretarial, and operational support to Partners, fee earners, and other colleagues. This role involves supporting external clients, handling a variety of secretarial and operational tasks while demonstrating flexibility and a willingness to assist at all times, both in the office and offsite as necessary. The successful candidate will deal with all compliance-related matters for the client base, assisting in the collection of Customer Due Diligence (CDD), verifying bank account details, and addressing other risk and compliance-related administrative issues. Working on a part-time basis you will be an integral part of the team during meetings, client interactions, and in preparing essential documentation, while ensuring the highest standard of client care and confidentiality. Job Duties:
Updating diaries and notifying of upcoming meetings Preparing paperwork for meetings and court dates Receiving and processing client enquiries Preparing records and files Processing and sending terms of business letters to clients, ensuring they are signed and returned Attending client will signing meetings Taking telephone calls and writing notes for client files Holding initial appointments with clients to take due diligence and instructions Scanning, photocopying, and filing documents Updating pleading and disclosure files Preparing court bundles Processing Acts of Court, including copying, signing off, diarising, and filing Dealing with estate delegation and powers of attorney Liaising with clients, attending meetings, and taking instructions via email