As an Administration Coordinator within the Tax and Trustee department at our Ipswich branch, and an affiliate of the Society of Trust and Estate Practitioners (STEP), my primary responsibilities include drafting and preparing Wills, and Lasting Powers of Attorney for execution.
Additionally, I play a pivotal role in facilitating the administration of estates and drafting complex Executorship accounts. I also carry out a range of administrative duties and coordinate team operations.
Through attentive communication and personalised service, I strive to deepen trust and understanding, ensuring clients feel supported and valued throughout their financial journey with Killik.
Ipswich branch
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