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Most people know the importance of making a Will, but for one reason or another never get around to it or think that because they do not have considerable savings or property, they do not need to.
Read moreFor many people, the prospect of writing a Will can be a daunting process. James McKenzie recognise this is often a reason people put off writing a Will, so to combat this have simplified our offering into distinct services.
Read moreOver 300,000 people die without a valid Will each year, causing additional financial and emotional burdens on the loved ones left behind. Companies offering their staff Will writing as a flexible or voluntary benefit show they care not only about the staff member, but their whole family.
Read moreJames McKenzie (Wills) Ltd is a specialist Will writing company, focusing primarily on providing Wills and related products to employees of large multinational companies. We have been providing Will writing services since 2004 and have been in the employee benefit market since 2007.
Read moreLondon or East Grinstead based
Administrative Assistant duties and responsibilities include providing administrative support to ensure efficient operation of the James McKenzie office. Supports managers, team leaders as well as individual employees through a variety of tasks related to our organisation and communication. Responsible for confidential and time sensitive material. Familiar with a variety of the field’s concepts, practices and procedures. Ability to effectively communicate via phone and email ensuring that all Administrative Assistant duties are completed accurately and delivered with high quality service and in a timely manner.
Answer and direct phone calls
Receive, sort and distribute the mail
Administrative inbox
Maintain computer and manual filing systems
Carry out administrative duties such as filing, typing, copying, binding, scanning etc.
Binding &posting Wills – seamless end to end process within company SLA’s adhering to GDPR rules and guidelines.
Payments – email clients to confirm. Willsuite updates
Managing elements of Will Storage system
Scanning and filing documents onto the system
Certainty – Will register updates (monthly)
Pilot Trusts&LPAs- printing, binding and posting to clients
Marketing & Sales support – presentations, Roadshows, marketing collateral, Webinars etc
Maintain supplies inventory by checking stock to determine inventory levels. Assist with office supplies ordering.
Assist with organising food orders / lunch bookings and room set up for regular team meetings
Greet and assist visitors to the office
Handle sensitive information in a confidential manner
Shredding confidential waste
Assist with general cleanliness of the office
Highly presentable professional
Excellent time management skills and ability to multi-task and prioritise work
Attention to detail and problem-solving skills
Excellent interpersonal & organisational skills
Excellent verbal and written communication skills
Proficient in MS Office
Wide degree of creativity and latitude is expected
Salary depending on qualification and relevant experience.
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Please email us at info@jmwills.co.uk or call on 020 7193 2060
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