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Senior Estate Administration Specialist

4 weeks ago

Stirling, Stirling, United Kingdom Reed Full time

Job Summary:

We are seeking a highly skilled Paralegal to join our team as an Estate Administration Specialist. The successful candidate will be responsible for managing a busy Private Client caseload, attending client meetings, and conducting thorough investigations into estate assets.

Key Responsibilities:

  • Attend client meetings and take detailed instructions.
  • Register wills and conduct thorough investigations into estate assets.
  • Communicate effectively with clients and third parties to gather all financial information and documentation required to progress each Executry.
  • Prepare a comprehensive register of assets and debts, as well as inheritance tax forms.
  • Prepare inventory for confirmation and apply to the court for confirmation.
  • Assist with legal rights computations, prepare fee notes, and manage all associated administrative tasks.

Requirements:

  • Proven experience as an Executry or Private Client Paralegal.
  • Strong understanding of the processes involved in estate administration.
  • Excellent communication skills, with the ability to handle sensitive information discreetly.
  • Strong organisational skills and attention to detail.
  • Ability to work independently and as part of a team.
  • Knowledge of inheritance tax forms and legal rights computations.

What We Offer:

  • Opportunity to work for a supportive and flexible firm.
  • A role that offers both personal and professional growth.
  • A competitive salary and excellent annual leave allowance.

To apply for this role, please submit an up to date copy of your CV or get in touch with Zoe MacMillan for more information.