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.
