RG Search Ltd
Ware, Hertfordshire
Very attractive salary and reward package
03 May 2021
07 May 2021
Job Title
Contract Type
Full Time

Paralegal | Tax & Trusts | Ware

We currently have an exciting opportunity for a bright, hardworking and enthusiastic Graduate or Paralegal to join a busy tax and trusts team. Based in Ware, Hertfordshire, this is a full-time, permanent role.

Your New Role

Key duties of the new Paralegal (under appropriate supervision) will include:

  • Day to day administration of Personal Injury trusts
  • Being the first port of call to trustees / beneficiaries
  • Dealing with trust distribution requests and basic queries relating to the trust
  • Processing withdrawal of funds from trust accounts and portfolios
  • Liaising with trustees and financial advisors
  • Settling external invoices relating to services to the trust
  • Drawing up basic trust documents (trustee resolutions / deeds of retirement and appointment any other documents needed)
  • Administration surrounding the setting up of PI trusts
  • Attending trust review meetings with a financial advisor
  • Processing information required for tax returns
  • Assisting with the administration surrounding the running and management of other various other types of trusts

About You

The successful candidate will be a Paralegal or graduate who demonstrates:

  • An organised, methodical approach with a good eye for detail
  • The ability to work independently as well as part of a team
  • Excellent communication and client care skills
  • Good IT skills
  • Real interest in Tax & Trust work
  • Some previous experience in a similar capacity would be ideal, but not essential

Apply Now

If you would like to find out more about this fantastic Paralegal opportunity, please apply today.