TECHNICAL KNOWLEDGE

• Proficient in using Microsoft 365 applications to organise tasks, manage time effectively and support collaborative working (essential). (A/I)
  Please note: This role does not lead to a training contract. Professional development will be supported through alternative routes such as CILEX, and applicants should be committed to progressing within this team and area of practice

OUR PURPOSE

To forge long-term relationships that have a positive impact on our people, our clients, our business partners, and our community.

ROLE PURPOSE

As a Paralegal you will be working within the Estate Administration team which is part of the Private Client Department. Your quick thinking, attention to detail and accuracy are vital attributes. The Estate Administration team is a growing team and you will need a broad understanding of legal matters, transactions, client requests and the demands of your team often connected to sensitive or complex issues.

KEY RESPONSIBILITIES

• Processing funds in, to include identifying the correct client and matter for allocation and updating the relevant file for the purposes of assisting with the production of estate accounts.
• Actioning the production of the formal documentation to send funds from this firm’s client account to both beneficiaries and financial institutions and HMRC.
• Production of death verification forms.
• Production of initial letters of enquiry to financial institutions and other service providers providing support to chase the Probate Registry and HMRC with regard to applications for probate.
• Assisting with the collection of assets post the issue of the Grant of Probate to include the completion of withdrawal forms and liaising with administrators for signature of the same.
• Preparation of receipts for beneficiary payments.
• Undertaking bankruptcy searches.
• Working towards running some of the more straightforward estates from start to finish following a suitable training period.
• Help maintain estate accounting records.
• Provide key event diary management (to include insurance renewals, loss on sale relief and deed of variations)
• Compliance – monitor and update matter checklists.