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Private Client Paralegal

Job description

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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