Private Client Paralegal

Job Title: Private Client Paralegal

Location: North London

Salary: - Based on experience

Responsibilities and duties


1)         Looking at the post for solicitors each morning and making sure these are scanned into data base


2)         Dealing with calls and enquires for the solicitors and fee earners.


3)         Making sure files are conducted in accordance with Practise Management Standards including Excel and Wills & Inheritance Quality Scheme.


4)         Review files in accordance with the file review policy and procedure. 


5)         Recording your chargeable and non-chargeable time.


6)         Following file checklists.


Assisting solicitors with their casework to include:


1.         Preparing wills, Lasting Powers of Attorney, Court of Protection application forms, Oath of Executors/Letters of Administration


2.         Preparing IHT forms including form 400


3.         Attending upon clients in person to discuss their matters


4.         Speaking to and corresponding with clients by letter and by email


5.         Speaking to and corresponding with HMRC, Court of Protection, Probate Registry, asset holding companies and other bodies by letter and by email


6.         Archiving files when they are completed


7.         Prepare estate and administration accounts


8.         Managing solicitor’s diary


9.         Preparing quotes for new work


Qualifications and skills


At least four years proven experience in Private Client work required.


Experience in using case management and will drafting software an advantage.


Relevant ILEX or similar qualification an advantage.

 
To register your interest for this Vacancy, please select the Apply button below. Your C.V. is kept in the strictest of confidence and no details are divulged to any external parties. Should you require a discreet conversation, feel free to call Adam Hall who is able to provide further information and benefits on this Vacancy