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    Private Client Paralegal - Richmond, United Kingdom - GerrardWhite

    GerrardWhite
    GerrardWhite Richmond, United Kingdom

    4 weeks ago

    Default job background
    Full time
    Description

    Private Client ParalegalA highly regarded law firm is currently seeking a Paralegal to join their busy Private Client team. This opportunity will be based in Richmond, London.Their services cover the whole spectrum of wills, trusts, probate, court of protection/deputyship and estate-related matters including tax planning. The successful candidate will provide collaborative support within the team.The successful candidate will have at least 6 months experience in a private client team, paired with a genuine interest in this sector.

    The successful candidate must also live locally to Richmond (within 30 minutes commute), to prevent complications with travel/parking. Key Responsibilities:

    • Act as the primary contact for clients, handling inquiries promptly and professionally.
    • Coordinate administrative tasks efficiently, ensuring high-quality and accurate completion within deadlines.
    • Assist in drafting legal documents and conducting research as needed.
    • Manage diaries and organize meetings, both internally and externally.
    • Identify opportunities for process improvement and escalate concerns when necessary.

    Client Service Support:

    • Manage client relationships and provide support for new business opportunities.
    • Ensure smooth transitions for new clients, handling onboarding processes effectively.
    • Prepare engagement terms and proposals, and maintain records of client interactions.
    • Assist with ongoing communications and marketing efforts.

    Client Matter/File Duties:

    • Assist in file opening processes, including conflict checks and documentation preparation.
    • Monitor new matters to ensure all required documents are received and filed correctly.
    • Manage documents and files on the firm's systems, including archiving and closure.

    Finance and Billing Duties:

    • Support financial management tasks, including billing and expense processing.
    • Handle client balances and assist with financial documentation.

    Business Support Duties:

    • Collaborate with various support services within the firm, such as marketing, finance, and HR.
    • Maintain client information in CRM and case management systems.

    Skills and Competencies:

    • Strong communication skills, both verbal and written.
    • Proficiency in Microsoft Office and preferably experience with case or document management.
    • Attention to detail, initiative, and ability to work independently.
    • Proactive team player with organizational and adaptability skills suitable for a busy environment.

    On offer is a market-led salary of up to £32,000.The successful candidate will join a diverse and supportive team. Progression is supported and encouraged for proactive and talented individuals looking to develop within the firm.

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