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Estate Administration Paralegal

3 months ago


Bakewell, United Kingdom Sue Ross Recruitment Ltd Full time

Sue Ross Legal are currently recruiting for an Estate Administration Paralegal. Our client is an award winning, reputable South Yorkshire Law firm who operate expert legal services in ranging areas of practice. The suitable candidate will a successful, growing Private Client Department based in the Peak District office. Reporting directly to the lead Lawyer, you will be responsible for providing comprehensive paralegal support on specialised legal matters.

Duties:

  • Assist with a specialised caseload and support the lead lawyer with applying for the grant of probate and Inheritance Tax (where applicable).
  • Undertake relevant searches.
  • Collate and identify all the deceased s assets and all their liabilities.
  • Identify beneficiaries.
  • Manage the collection of assets and payment of debts.
  • Distribution of legacies.
  • Manage interim distribution of residue.
  • Preparation of estate accounts.
  • Completion of the administration.
  • Administration of a client s personal affairs under Lasting Powers of Attorney and / or Court of Protection.
  • Achieve and deliver key outcomes both for the client and the firm.
  • Contemporaneously capture and record time.

Required Skills and Experience:

  • Previous office/administration experience
  • Previous experience working within the Private Client Department, ideally within a Paralegal position (however administration, secretarial, and assistant experience will also be considered)
  • Ability to empathise with the varying needs of the firms client.
  • Ability to work effectively as a team member and equally well autonomously, with little supervision.
  • Good time management and organisational skills. Excellent attention to detail including the ability to prioritise and meet deadlines.
  • A professional outlook and the ability to communicate with people at all levels in all situations

Company Benefits:

  • Loyalty Bonus
  • Death in Service
  • Generous holiday entitlement including Holidays Sell Back Scheme, 2 discretionary closure days at Christmas and 1 volunteer day per year
  • Private medical insurance
  • Travel, Parking and Recruitment Bonus
  • Discounted Legal Services
  • Progression and Career Development Opportunities
  • Work life Balance Policies including Agile Working, Domestic and Dependent Leave, Bereavement Leave and Family Friendly Policies.
  • Annual Social Events

For more information about the above vacancy or for a confidential chat about our other vacancies throughout Yorkshire, Derbyshire, Nottinghamshire, Lincolnshire, the Northwest and the North East, please send your details to us and one of our dedicated legal consultants will contact you.

Unfortunately, due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion.

May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.