Trusts and Estates Paralegal

Trusts and Estates Paralegal

Permanent, Full-time · Streatham

My client is a successful firm who deliver a range of services to clients based locally and further afield. Based in London, they have a national reputation and are a leading Legal 200 firm who pride themselves on providing a high level of client care and giving back to the community.

THE ROLE

As a Paralegal/Legal Assistant, you will work with a team in the Probate, Trusts and Private Client departments.

Your role will include the following, but additional tasks may be added as appropriate for the role:

1. To assist in the provision of administrative and legal services for clients, including:

Probate, Trusts and Private Client

• Taking new enquiries and going back to the client
• Drafting Lasting powers of attorney
• Drafting straightforward wills
• Assisting with the administration of estates
• Preparing estate accounts (On Excel)
• Following up on documents and information needed for estate accounts

2. To assist where requested the provision of legal advice to clients, under supervision.

• Delegate and
• supervise tasks where appropriate.
• Work as a part of a team under the supervision of a Partner of the firm.
• Provide an efficient and friendly service to our clients.
• Manage professionally and confidentially, written and telephone correspondence with clients, other solicitors and third parties
• Maintain client care standards as set out in the firm’s terms of business and office manual.

PERSON SPECIFICATION

• Experience working as a Paralegal or Legal Assistant within Private Client / Trust & Estates
• Excellent oral and written communication skills
• Excellent interpersonal skills
• Well presented with good social skills
• Good customer focus
• Flexible and proactive approach with 'can do' attitude
• Organised and able to prioritise
• Able to work to tight deadlines
• Works well under pressure

BENEFITS

• Competitive salary
• Private Medical Insurance
• Life Insurance
• Income Protection
• Contributory Pension
• Discretionary annual staff bonus
• Reduced gym membership
• Discount vouchers through one of our suppliers
• Season Ticket Loan
• 23 days holiday plus additional 2 for Christmas and Bank Holidays which increase to 28 days over a period of 5 years.