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 with all 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 you’re methodical, client-focused and have excellent interpersonal skills, then this could be the perfect opportunity for you.
What will you be doing as a Private Wealth Paralegal?
- Probate administration including correspondence with institutions
- Payment of liabilities and legacies
- 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
Skills/Qualifications of a Private Wealth Paralegal?
- The ideal candidate will have previous experience of Private Client matters working either as a Paralegal or as a Legal Secretary, however, our client would also consider an entry level Paralegal with a willingness to develop general Private Wealth knowledge
- Previous experience in dealing directly with clients is preferable
- Strong client focus and service delivery
- 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
- A willingness to learn
- Strong attention to detail with a methodical and logical approach
The Benefits:
- Access to a Company Pension
- Opportunity to buy/sell holiday
- Access to a Life Assurance scheme
- Access to a cycle2work scheme
Ref: 8820
Recruitment Consultant: Sophia Damshenas