Private Client Paralegal

• Opening files and onboarding client;

• Dealing with client due diligence and processing the relevant checks;

• Assisting in the drafting of Wills & Lasting Powers of Attorney;

• Assisting with the distribution of estate by generating accurate requisition slips for payments on our system and obtaining the bank account details for the recipient;

• Generating letters and sending by email or uploading to a client portal;

• To attend to clients both on the telephone and in person. To take and record accurately all messages;

• To make appointments, arrange meetings and maintain an up-to-date appointment and reminder diary;

• To ensure the confidentiality and security of all practice and client's documentation and/or information;

• Provide photocopying support to the team;

• Answering calls;

• Seeing clients in person to sign documentation or answer queries.

• Excellent communication skills, both written and oral;

• Analytical and problem-solving skills;

• Excellent time management skills;

• Accuracy and attention to detail;

• Numeracy and IT skills;

• Ability to plan work and prioritise tasks;

• Interpersonal skills, to work as part of a team or with other people and organisations;

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