Paralegal Private Clients

BBBH243_1723643495

Salary Package: £27000 - £255000 per annum
Location: St. Albans, England
Consultant: CAROL GRAINGER
Posted: 14/08/2024

Description:

Our client in St Albans is looking for a Paralegal to work within the Private Clients sector of this prestigious firm of solicitors.

You will need to have a background in Private Clients to be considered for this particular role. Day to day duties include:

• Taking client instructions and progressing the matter file under the Team Leader's instructions. This may include amongst other things drafting Wills, Powers of Attorney and dealing with the administration of Estates and Trusts.


• To provide a courteous and efficient service to clients.


• To ensure that work sent to clients and related parties is correctly prepared in accordance with the firm’s standards and precedents and the instructions.


• To observe the code of practice all areas as detailed in the Solicitors Code of Conduct and to observe fully the requirements of the Solicitors Accounts Rules.


• To report complaints from clients or third parties to the HOD.


• To produce fees in accordance with the fee target set at the beginning of each financial year




• 
  
  
  
  • Opening and closing client files in accordance with standard procedures including performing on-line money laundering checks
  
  
  • Answer the telephone or meet clients who call into the office without an appointment on behalf of the Lawyers, answering queries and taking messages where appropriate and making appropriate file notes
  
  
  • Liaison with clients as instructed
  
  
  • Maintain Lawyers’ diaries and make appointments
  
  
  • Organise internal and external meetings including meeting room bookings and if appropriate organising refreshments.
  
  
  • Manage outgoing post and emails as required.
  
  
  • Maintaining internal and client files to ensure they are up-to-date at all times.
  
  
  • Undertake typing duties for fee earners
  
  
  • Collate work received from the outsourcing company including arranging necessary enclosures so that it is ready to send out
  
  
  • Liaison with the Accounts Department as appropriate to ensure timely and accurate accounts administration, including receiving cheques, entering on file and passing to accounts
  
  
  • Input client and potential client contact details
  
  
  • Undertake administrative duties such as photocopying
  
  
  • Administration associated with the archiving of files
  
  
  • Create and maintain a tidy and well organised office environment.
  
  
  • Ensure the faults with the department’s IT, printing, photocopying and fax machines are reported appropriately
  
  
  • Work as part of a team, assisting with secretarial and telephone cover as required.
  
  
  • Act on instructions from lawyers to perform tasks in connection with client/administrative matters
  
  
  • Initial handling of client queries that arise from “drop in” service
  
  
  • Update and keep track of legal documents such as wills and deeds as per the required procedure
  
  
  • introduce clients to lawyers in different departments as appropriate.
  
  
  
  

In return the company offer a salary of between £25000 - £27000pa.

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