Private Client Paralegal

Posted 16 November by Reward Recruitment

Private Client Paralegal - St Albans. £Competitive Salary Range. Are you looking for a new challenge within a fast-paced LEXCEL Accredited legal firm who has an outstanding global reputation and a people centric focus? Act now.

Position: Private Client Paralegal

Reports to: Team Leader

Location: St Albans

Salary: Competitive salary range

Reward Recruitment is partnered with an award winning, LEXCEL accredited, leading law firm based in St Albans. This firm is known for its warm and friendly culture and is both relationship-driven and people-centric. They are committed to growth through doing more for clients, its people and the communities it serves.

To provide a fully effective service to clients by progressing client files under the direction of the Team Leader, and to provide secretarial and administrative assistance to the Team Leader and to others in the Private Client Division, when required.

Key responsibilities and activities will be varied and will include, but are not limited to the following:

  • Client Service

o Taking client instructions and progressing the matter file under the Team Leader’s instructions. This may include amongst other things drafting Wills, Powers of Attorney and dealing with the administration of Estates.

o To provide a courteous and efficient service to clients.

o To ensure that work, sent to clients and related parties, is correctly prepared in accordance with the firm’s standards and precedents and the Team Leader’s instructions.

o To observe the code of practice in all areas as detailed in the solicitor’s code of conduct and to observe fully the requirements of the solicitor’s accounts rules.

o To report complaints from clients or third parties to the Head of Department.

o To produce fees in accordance with the fee target set at the beginning of each financial year and to record a minimum of 720 hours of chargeable time per annum (at an average of 60 hours per month) at charging rates agreed by the Team Leaders.

o To introduce clients to lawyers in different departments, as appropriate.

  • Matters Administration

o Maintaining control of an allocated caseload to ensure that standards of matter conduct, file management, administration, time-recording and accounting are maintained at all times

o To be fully conversant with the firm’s computer systems and follow IT instructions directly and through procedures tabs.

o To work in a tidy organised manner by reducing unseemly clutter and ensure files are relocated in the cabinets provided

o To bill all matters promptly and accurately; to maintain a justifiable and accurate level of work-in-progress; to pay and collect disbursements in accordance with professional and internal practice; to properly account for all client monies and effect transfers from client to office account when appropriate.

o To collect all outstanding costs and disbursements from clients and ensure that levels of unpaid costs do not exceed those levels authorised by your Team Leader.

  • Secretarial/Administrative

o Opening and closing client files in accordance with standard procedures including performing on-line money laundering checks.

o Answering the telephone or meeting clients.

o Liaising with clients, as instructed.

o Maintain Lawyers’ diaries and make appointments.

o Organising internal and external meetings including meeting room bookings and if appropriate organising refreshments

o Managing outgoing post and emails, as required.

o Maintaining internal and client files to ensure they are up-to-date at all times.

o Undertaking typing duties for fee earners.

o Collating work received from the outsourcing company including arranging necessary enclosures so that it is ready to send out.

o Liaising with the Accounts Department as appropriate to ensure timely and accurate accounts administration, including receiving cheques, entering on file and passing to accounts.

o Inputting onto Peppermint or Isokon client and potential client contact details.

o Undertaking administrative duties such as photocopying o administration associated with the archiving of files.

o Create and maintain a tidy and well organised office environment.

o Ensure the faults with the department’s IT, printing, photocopying and fax machines are reported appropriately

o Working as part of a team, assisting with secretarial and telephone cover as required.

o Acting on instructions from lawyers to perform tasks regarding client/administrative matters.

o Initialising handling of client queries and new enquiries.

o Updating and keep track of legal documents such as wills and deeds as per the required procedure.

Skills and attributes

  • Experience of working within a private client department of a law firm or relevant legal qualifications would be preferred
  • Secretarial experience in a Law firm is desirable
  • Knowledge, experience and passion for private client law and practices
  • Adopts a client-centred focus at all times taking responsibility for the level of client service they provide and takes proactive steps to maximize and improve client relationships
  • Creative problem-solving ability
  • Good written and verbal communication skills
  • Fast and accurate keyboard skills - 50 wpm minimum
  • Good grasp of grammar and spelling
  • Computer Literacy in relevant software packages
  • Ability to multi-task, organise, prioritise and plan
  • Ability to work calmly under pressure and with a demanding work load
  • Confident with the ability to interface and develop relationships with a variety of people.
  • Organisation skills including the ability to prioritise work
  • Initiative
  • Ability to follow instructions given
  • Good time keeping
  • Professional appearance.

Reference: 33814709

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