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Private Client Paralegal

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  • Ref: EB1137

A new and exciting opportunity has arisen for a paralegal to join the highly successful private wealth team of one of Exeter’s largest and most highly respected law firms. The role will involve acting for individuals, companies and trusts both in the UK and internationally.

Private Client Paralegal responsibilities include...

  • The successful candidate will be expected to assist with the following:
  • Probate administration and correspondence with institutions
  • Payment of liabilities and legacies
  • Dealing with receipt of funds
  • Preparing powers of attorney
  • Assisting with attorney administration and trust administration matters
  • Filing of documents, correspondence and other documentation
  • File opening, archiving and billing
  • Taking instructions
  • Sending copy documentation, invoices and receipts as required
  • Attending clients to sign documents including wills
  • Liaising and maintain effective client relationships
  • Ensuring files are managed in compliance with Lexcel procedures

Private Client Paralegal requirements include...

  • Strong client focus and service delivery
  • Drive and enthusiasm
  • Ability to prioritise work effectively and meet deadlines
  • Good communication skills both oral and written
  • A strong team player with an ability to work collaboratively with colleagues at all levels
  • A positive and proactive approach
  • Flexibility and commitment
  • A willingness to learn
  • Strong attention to detail with a methodical and logical approach
  • Common sense
  • Strong academic background
  • Previous experience as a paralegal or legal support assistant
  • Experience of dealing directly with clients

This is a full time, permanent position working Monday-Friday and the salary on offer will depend on level of experience.

For more information, please contact Ellie Bacon at Cathedral Appointments for a confidential chat or apply now with a CV.

Consultant contact