Wills, Trusts & Probate
My main role is to assist Marie Pethen, Private Client Executive, in the Wills, Trusts and Probates Department.
I am the initial point of contact for new and existing clients and I am friendly and approachable whilst remaining professional and efficient. I aim to build trusting relationships with our clients and to offer them both practical and emotional support.
My Route to Ellis Jones
Having moved back to Swanage from London where I had been studying at the Royal Collage of Music I began working for the Holiday Property Bond at their Dorset Site in Langton Matravers, after a few years of this and looking for a change I came to work on reception at the Swanage branch of Ellis Jones. Three years ago I was promoted to my current secretarial position. As Ellis Jones are Investors in People I am currently being given the opportunity to move up again into a Paralegal role and am being encouraged to attend Seminars and courses to improve my knowledge and skills.