Private Client Paralegal

• 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.

• 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.

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