Job Description
Our client is looking for a Private Client Paralegal Client Details A leading law firm Description Administer testate and intestate executries from initial meeting to conclusion Proactively manage your own caseload and provide an excellent client service Communicate with Executors and other third parties as required Identify and resolve any problems experienced by our clients in a professional manner Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce inheritance tax calculations Complete inheritance tax account forms Prepare Executry accounts Have a working knowledge of legal rights Build good relationships internally and advise colleagues with different specialisms Adhere to firm processes in relation to financial policies, time recording and AML compliance Maintain accurate records on the firms document management system.Profile Previous experience dealing with executries is essential Excellent interpersonal skills, both written and oral Able to build professional relationships with clients and third parties Good organisational skills and the ability to prioritise tasks A high level of accuracy and strong attention to detail Good working knowledge of Microsoft Office applications. Previous experience of dictating is preferred. Job Offer A candidate with a Private Client Background
