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Estate Planning Paralegal
2 months ago
Wealth Management Paralegal Role
Are you an experienced paralegal specializing in wealth management? Our client, a distinguished law firm with a rich history of over 250 years in providing legal counsel to affluent individuals, financial institutions, and businesses, is eager to connect with you.
They are in search of a proactive and skilled individual to become a vital member of their Wealth Management team. This position will involve close collaboration with the Team Lead for Tax, Compliance, and Disclosure, delivering expert services and guidance to their esteemed clientele. You will be instrumental in ensuring efficient management of client matters while maintaining exceptional service standards.
Key Responsibilities:
- Assist with various tasks including trust, estate, charity, and rental account management.
- Foster professional relationships with clients, co-professionals, and relevant authorities.
- Support the Team Lead in preparing annual accounts, tax returns, and providing essential information to beneficiaries and their advisors.
- Oversee charity administration and tax compliance tasks.
- Maintain precise trust records and adhere to deadlines.
- Conduct legal research, manage new matters, and prepare necessary legal documentation.
About You:
- Demonstrated experience in wealth management, particularly in a paralegal capacity, is essential.
- Strong research capabilities and effective communication skills.
- Numeracy skills along with proficiency in Microsoft Excel and other Office applications.
- Ability to work autonomously and collaboratively in a dynamic environment.
- Exceptional organizational skills and meticulous attention to detail.
The firm offers a flexible working environment with core hours, allowing for a balanced approach to your professional responsibilities.
