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Private Wealth Paralegal

Cathedral Appointments Ltd
Job LocationExeter
EducationNot Mentioned
Salary18,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our client, a highly successful international law firm, is looking for a Private Wealth Paralegal to join their friendly Exeter team on a full-time, permanent basis. Your main role will be to assist the Private Wealth Partners and Private Wealth team withall types of private client work, including; preparation of Wills, Powers of Attorney, Domestic Trusts, and probate and capital tax planning. You will be helping to provide a first class service to clients. If youre methodical, client-focused and have excellentinterpersonal skills, then this could be the perfect opportunity for you.Responsibilities:

  • Probate administration including correspondence with institutions
  • Payment of liabilities and legacies
  • Deal with receipt of funds
  • Preparation of powers of attorney
  • Assist with attorney administration and trust administration matters
  • Filing of documents, correspondence and other documentation
  • File opening, archiving and billing
  • Schedule and compile bibles of documents
  • Attend clients to sign documents including wills
  • Liaise and maintain effective client relationships
  • Pro-active participation in marketing initiatives
  • Ensure files are managed in compliance with Lexcel procedures
Requirements:
  • Strong client focus and service delivery
  • Drive and enthusiasm
  • Ability to prioritise work effectively and meet deadlines
  • Good communication skills both oral and written
  • A strong team player with an ability to work collaboratively with colleagues at all levels
  • A positive and proactive attitude
  • Flexibility and commitment
  • A willingness to learn
  • Strong attention to detail with a methodical and logical approach
  • Common sense
  • Previous experience of private client matters is desirable as a paralegal or legal secretary
  • Our client would consider an entry level paralegal with a willingness to develop general Private Wealth knowledge
  • Previous experience in dealing directly with clients is also preferable
Summary/Closing paragraph:If you have the relevant skills and experience then pleaseget in touch with Sophia Damshenas today.Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.If you have the skills and experience stated, please apply NOW!Please note that due to the volume of applications that we deal with, if you havent received a response within 3 days of your application, then unfortunately on this occasion you wont have been successful.Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be foundon our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.Reference: 7836

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