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Private Client Paralegal

Page Personnel Finance
Job LocationEdinburgh
EducationNot Mentioned
Salary£30,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client is looking for a Private Client ParalegalClient DetailsA leading law firmDescription

  • 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 OfferA candidate with a Private Client Background

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