Private Client Paralegal
About the company
Our client, a lovely independent law firm in Chancery Lane has a vacancy for an experienced private client paralegal.
Your tasks
Duties are as follows
- Ascertaining information as to the nature and value of assets in a deceased’s estate
- Compiling excel estate summaries and drafting estate accounts
- Drafting Inheritance Tax accounts for both Trust and Probate matters
- Drafting any other document needed to support a Probate application
- Post-grant estate administration including collection, encashment or transfer of assets and settling liabilities
- Registering and updating information on HMRC’s Trust Registration Service and maintaining records to ensure annual updates are completed
- Drafting annual trust accounts
- Drafting annual tax returns and schedules
- Updating and maintaining schedule of tax payments due and ensuring funds are available to meet the liabilities
- Communicating with HMRC, Investment Advisors, Beneficiaries and others as necessary
- Drafting and registering Lasting Powers of Attorney
- Drafting Wills and Trusts
- Drafting letters/email communications
- Completing administrative tasks such as timesheets and finalising bills for client work in a timely manner, and within firm guidelines
Requirements
Experienced within professional services, although, whilst being helpful, no specific trust and probate experience is necessary as full training will be provided both on the job and by attending courses but candidates should demonstrate they are:
- Educated to at least A-Level standard
- Numerate (this is a prerequisite)
- Able to demonstrate consistent attention to detail
- Proficient in Word and Excel and be willing to learn other specialised computer packages
- Highly organised and able to prioritise workload (particularly required due to the number of people who will delegate work)
- A clear and confident communicator
- Able to work as part of a team
- Able to work under pressure and meet deadlines
- Flexible and willing to learn
- Positive with a can-do and pragmatic approach