Kelly O'Connor

Supporting clients with estate and delegation accounts

Kelly is a Financial Assistant in Viberts’ Private Client team, helping to ensure that client finances are accurately managed and administered. She plays a key role in supporting probate and delegation processes.

Helping clients through probate and financial administration

Kelly prepares and manages Estate and Delegation accounts, providing the necessary financial information for probate matters. She ensures that the finances of Delegations are properly maintained and administered, supporting the team in delivering a smooth client experience.

What clients value

Clients appreciate Kelly’s organised and detail-focused approach. She communicates clearly, ensures accuracy in all financial matters, and helps make complex processes straightforward.

Trusted expertise

• Joined Viberts in October 2022.
• Experienced in preparing and administering Estate and Delegation accounts.
• Skilled in financial administration for probate and private client matters.
• Association of Chartered Certified Accountants (ACCA).
• ACCA Certified Accounting Technician (CAT).
• Diploma in Financial and Management Accounting Level 3.
• IAB Bookkeeping Level 3.

A grounded approach

Kelly is known for her meticulous and reliable nature, helping clients feel confident that their financial matters are in safe hands.