Private Wealth Specialist

4 weeks ago

London, Greater London, United Kingdom AJ Chambers Full time
Job Summary

An exciting opportunity has arisen for an experienced individual to join our Private Wealth team in a City Law Firm.

The successful candidate will assist the Team Lead for Tax, Compliance and Disclosure and the wider Private Wealth team to deliver advice and guidance to clients.

The role will involve a high level of organisation and administration, together with client work to ensure work is completed in a timely and efficient manner and high levels of client service delivery are achieved.

The team works with a broad range of clients (including trustees, administrators, banks, and beneficiaries) in relation to a range of Private Wealth related legal matters.

The person will be involved in a busy team and will have responsibilities and duties which will include but will not be limited to:

  • Working with our Private Wealth team to assist with tasks such as trust accounts, rental accounts, and estate accounts;
  • To take a proactive approach in building professional relationships with clients and other contacts including HMRC;
  • Supporting the Team Lead for Tax, Compliance and Disclosure with completing annual accounts, tax returns and providing beneficiaries and their accountants with necessary information;
  • Entering accounting information into spreadsheets, reconciling accounts, and keeping detailed records of transactions to a high standard;
  • Maintaining trust records in an orderly fashion and meeting necessary deadlines;
  • Assisting with the onboarding of new matters;
  • Carrying out legal research;
  • Arranging meetings, managing email inboxes and diary management where appropriate;
  • Preparing legal documentation and document management, review and analysis;
  • Handling confidential client or case information;
  • Providing effective and proactive communication with clients, legal staff and other support staff;

Experience, skills and qualifications

  • Previous experience of working in a legal or professional services;
  • Previous experience working as a Paralegal (or in a similar role) is desirable;
  • Strong research skills;
  • Numeracy is essential;
  • Technically competent in Microsoft Office applications and Outlook;
  • Proficiency in using legal database software;
  • Ability to work independently in a fast-paced environment;
  • Excellent organisation skills;
  • Meticulous attention to detail;

The role will offer a salary up to c£42000 for the right candidate working in a top Law Firm with excellent exposure to public and privately owned business and wealthy individuals.

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