Legal Assistant/Paralegal
3 weeks ago
As a key member of the team, you will be responsible for your own caseload which will involve a broad range of private client work as detailed below.
The Personal team is one of Scotland’s largest teams of private client specialists and the aim of the practice area is to offer clients specialist advice which will meet all their personal, legal and tax requirements. Dealing with guardianship administration to include managing income and expenditure and reporting to the Office of the Public Guardian as necessary.
* Assisting in asset protection and capital gains tax mitigation in relation to trusts and executries.
* Keeping in regular contact with clients by telephone, email and general correspondence.
* Working effectively with all members of the private client team including partners, solicitors, other paralegals, trust and tax accountants.
* Maintaining excellent financial management of own cases.
* The team is committed to maintaining expertise at the forefront of our field which may mean developing skills or being involved in additional areas of the law.
* Be aware of the businesses information security policies, and protect information assets from unauthorised access, disclosure, modification, destruction or interference at all times.
Previous experience of working in a private client team is essential. Genuine interest and enthusiasm for private client work.
* Case management and IT skills are beneficial but support and training in systems will be given.
Commercial and profit focus.
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