Private Client Specialist
4 weeks ago
At Montresor Legal, we are seeking a skilled Private Client Specialist to join our team. As a Private Client Specialist, you will play a vital role in supporting the team with client instructions and ensuring the smooth administration of estates. Your responsibilities will include drafting Wills and handling Lasting Powers of Attorney. While experience in Court of Protection work would be advantageous, it is not essential.
Key Responsibilities:
Assisting with the administration of estates and drafting legal documents.
Handling client instructions professionally and efficiently.
Preparing and managing Wills and Lasting Powers of Attorney.
Supporting with general Private Client matters.
Ideal Candidate:
Previous experience as a Private Client Specialist is desirable.
Competent in dealing with Wills, Lasting Powers of Attorney, and estate administration.
Strong communication and organisational skills.
Ability to work independently as well as part of a team.
Experience in Court of Protection work is desirable but not required.
We are looking for a talented individual who is passionate about being a paralegal and working within Private Client work.
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