Office Administrator

Job content

Paradigm Wills & Legal Services specialises in Wills & Estate Planning servicing clients across England and Wales as well as overseas. We specialise in what we do and at the heart of our business are our people. We are an expanding business which offers strong development opportunities and career paths for the right individuals looking to join us.

This is a fantastic opportunity to make a real impact and shape our business’s future success.

Benefits include:

· Competitive salary.

· Dynamic working environment.

· Company pension.

· Employee benefits including discounted gym membership and other retail discounts

Duties and Responsibilities:

· Manage consultants pipeline

· Add new prospects to CRM

· Manage introductions to new clients and introducers

· Update client cases on CRM and submit to drafting

· Email client documentation for approval

· Communicate with clients with regards to approving documentation and posting signed documents back to head office and checked prior to being stored

· Manage attestation with clients for Wills, Trusts and Lasting Power of Attorneys

· Manage client submissions to third party organisations such as Land Registry, Office of The Public Guardian, Conveyancers and Probate Office in a compliant manner

· Setup storage of Wills

· Manage post (incoming and outgoing) and directing any mail to relevant person

· Creating MI on sales performance

· Manage and work on CRM on regular basis to its full potential

· Managing inventory of office supplies, including stationery and multimedia equipment to ensure smooth office operations

· Support business in other areas such as probate administration and trusteeship

· Represent company at networking events and meetings and manage corporate memberships

· Work and support staff and Directors on projects

· Carrying out clerical duties such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, resumes etc.

· Sitting Customer appointments if this becomes an aspiration

· Key skills and experience:

· Minimum of 2 years office administrative Experience required

· Strong Attention to Detail.

· Ability to Work Without Supervision.

· Excellent Time Management Skills.

· Strong Prioritisation, deadlines, and Organisation Skills

· Presentation Skills, Including Welcoming clients and guests

· Ability to Handle Confidential Information.

· Strong Record Keeping Skills

Job Types: Full-time, Permanent

Salary: £20,000

Benefits:

· Company events

· Employee benefits discount and other retail discounts

· Monday to Friday

All applicants will be contacted during the 1st week after New Year.

Job Type: Full-time

Salary: From £20,000.00 per year

Benefits:

• Company pension
• Employee discount
• Wellness programme

Schedule:

• Monday to Friday

Work Location: One location