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Paralegal Private Client

4 months ago

Harpenden, United Kingdom Ideal Personnel and Recruitment Solutions Full time

Our client is looking for a Paralegal to join their friendly private client team in Harpenden. The role is to support the fee earners by providing competent, efficient assistance through the completion of legal and administration duties.

**Duties and responsibilities**
- Dealing with general client enquiries
- Opening and managing files throughout the transaction
- Legal Research
- Progressing probate files
- Assisting with estate accounts
- Regular contact with clients and third parties both on the telephone and face to face
- Ensuring key dates are met
- Diary management
- Ensure the Wills/Deeds/LPA databases are updated at all times
- Assist the fee earners to ensure Matter Lists are up to date
- Assistance with financial management of fee earner’s caseload, including debt recovery
- Telephone chasing
- Filing and post
- Copying and scanning
- Closing files
- Make full use of the Case Management System, Outlook, Word and other computer programs as appropriate
- To maintain and promote the good image and reputation of the firm
- To establish, maintain and enhance team-working with colleagues
- Encourage new clients to the firm
- Previous experience working within Private Client is preferred
- Understanding of Law
- A sound knowledge of legal procedures specific to Private Client to include completion of forms
- Confident using case management systems and a good working knowledge of the Microsoft Suite
- Excellent IT skills
- Adaptability and flexibility
- Organisation and prioritisation
- Professional telephone manner and good people skills
- High levels of accuracy and attention to detail
- An empathetic and caring approach
- Excellent communication, ability to converse with a diverse range of people at all levels
- A collaborative team player
- Honesty, integrity and reliability
- Conscientious and methodical
- Self-motivated, proactive and forward thinking
- Steadiness under pressure