PRIVATE CLIENT PARALEGAL

Job Description

Salary: Competitive

Private Client Paralegal A highly regarded law firm is currently seeking a Paralegal to join their busy Private Client team. This opportunity will be based in Richmond, London. Their services cover the whole spectrum of wills, trusts, probate, court of protection/deputyship and estate-related matters including tax planning. The successful candidate will provide collaborative support within the team. The successful candidate will have at least 6 months experience in a private client team, paired with a genuine interest in this sector. Key Responsibilities: Act as the primary contact for clients, handling inquiries promptly and professionally. Coordinate administrative tasks efficiently, ensuring high-quality and accurate completion within deadlines. Assist in drafting legal documents and conducting research as needed. Manage diaries and organize meetings, both internally and externally. Identify opportunities for process improvement and escalate concerns when necessary. Client Service Support: Manage client relationships and provide support for new business opportunities. Ensure smooth transitions for new clients, handling onboarding processes effectively. Prepare engagement terms and proposals, and maintain records of client interactions. Assist with ongoing communications and marketing efforts. Client Matter/File Duties: Assist in file opening processes, including conflict checks and documentation preparation. Monitor new matters to ensure all required documents are received and filed correctly. Manage documents and files on the firm's systems, including archiving and closure. Finance and Billing Duties: Support financial management tasks, including billing and expense processing. Handle client balances and assist with financial documentation. Business Support Duties: Collaborate with various support services within the firm, such as marketing, finance, and HR. Maintain client information in CRM and case management systems. Skills and Competencies: Strong communication skills, both verbal and written. Proficiency in Microsoft Office and preferably experience with case or document management. Attention to detail, initiative, and ability to work independently. Proactive team player with organizational and adaptability skills suitable for a busy environment. On offer is a market-led salary of up to £35,000. The successful candidate will join a diverse and supportive team. Progression is supported and encouraged for proactive and talented individuals looking to develop within the firm

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