Supporting clients with private client support and administration
Milly is a Private Client Assistant, providing dedicated administrative and secretarial support within Viberts’ Private Client team. She plays a key role in ensuring the smooth running of the practice, supporting both the Managing Partner and clients with efficiency and discretion.
Helping clients through day-to-day private client matters
Milly manages correspondence, coordinates complex schedules and acts as a reliable point of contact for clients. She also supports with Client Due Diligence (CDD) processes, ensuring compliance requirements are handled accurately and sensitively. Alongside this, she provides a concierge-style service, assisting with travel arrangements, appointments and other personal requests.
What clients value
Clients value Milly’s attention to detail, approachable manner and ability to handle sensitive matters with care. She is highly organised and responsive, helping to create a seamless and reassuring experience for every client she supports.
Trusted expertise
- Private Client Assistant at Viberts.
- Experienced in client correspondence and scheduling.
- Skilled in handling Client Due Diligence (CDD) and compliance processes.
- Provides high-level administrative and concierge-style support.
A grounded approach
Milly is known for her calm and personable approach, bringing a sense of ease and reliability to her work. She takes pride in building positive relationships and supporting others with care and professionalism.
Key Information
Key Information