Legal Paralegal/PA

Skills/ Attributes
•    Educated to at least degree level
•    Previous Paralegal or administrative legal experience working within a law firm/professional services environment essential;
•    Detail oriented with an ability to type quickly and accurately;
•    Excellent attention to detail;
•    Strong organisational and planning skills with a flexible, positive 'can-do' approach to work;
•    Ability to effectively manage own workload and prioritise workload effectively;
•    Ability to communicate effectively with people at all levels;
•    Excellent telephone manner is also essential;
•    Ability to work independently and as part of a team;
•    Personable and confident, able to build relationships with partners and clients;
•    Resilient and calm under pressure;
•    Pro-active and takes initiative;
•    Strong client service orientation and proactive problem-solving skills;
•    Proficient with Word, Excel and other Microsoft Office applications;

Responsibilities/Duties
•    Answering telephone calls and dealing with client enquiries;
•    Extensive diary management including setting up meetings, liaising with clients and client advisors;
•    Dealing with expenses and petty cash claims;
•    Drafting correspondence to clients and third parties;
•    Coordinating client file matter opening, closing and archiving/recalling documents;
•    Witnessing the execution of wills and related documents;
•    Drafting oaths, deeds of indemnity and other tax documents;
•    Preparing, collecting and/or delivering documents to Counsel;
•    Administration of probate matters in accordance with Tax Group probate policy, including preparation of inheritance tax return and reviewing Estate accounts, and maintenance of probate spreadsheets;
•    Collating, managing and maintaining electronic and hard copy documents;
•    Assist with arranging and preparing for internal training to include dealing with room bookings and event coordination;
•    Arranging, co-ordinating and attending conference calls;
•    Preparing and updating complex trust structure diagrams;
•    Producing Excel and Power Point documents as required;
•    Note taking in meetings and producing attendance notes;
•    Typing dictated attendance notes;
•    Raising monthly invoices, liaising with accounts and chasing unpaid invoices and signed retainer letters;
•    Collecting and filing client ID for compliance purposes;
•    Attending regular internal "update" Tax meetings on specific matters and maintaining "action points" lists;
•    Attending external know-how seminars and provide feedback;
•    Dealing with daily post and scanning correspondence to the DMS;
•    Dealing with accounts requests (cheques, BACS, etc.);