Tax, Planning & Trust Paralegal

Exciting opportunity for a Paralegal to join a Top 150 National Law Firm.

You will be joining the Private Client department, working in a friendly team who are recruiting due to growth in workload.

The Role:

· Producing legal documentation as required;

· Drafting of basic deeds, documents and letters;

· Drafting financial statements;

· Engaging in legal research as appropriate;

· Undertaking basic correspondence and telephone calls on client matters;

· Appreciation of legal procedures.

· Be involved in the efficient management of client/matter files to include general filing in a timely and accurate manner, file closure, archiving, retrieval and return from storage as required including updating relevant databases

· Deal with administrative routines, and provide administrative support as required by the team; including scanning, faxing, printing, document binding/bundling, recording time and photocopying;

· Operate case management system including storing documents electronically;

· Manage incoming and outgoing telephone calls, e-mails and facsimile transmissions as required;

· Ensure the confidentiality of all the company’s and clients’ documentation and information;

· Maintenance of client relationship management data and records;

· Monitoring compliance and lexcel requirements;

· Assist with good financial management, as and when appropriate;

· Assist with reception of clients and arrangement of meetings as required;

· Deal with queries and enquiries from fee earners, team coordinators and secretaries;

· Deal with queries from clients;

· Transcription of digital dictation;

· Support the wider team and assist with work as required.

Skills & Experience:

· Minimum of 2 years of experience working as a Paralegal, ideally within Private Client

· Have a positive approach to teamwork and an ability to develop relationships

· Have the ability to act independently to a reasonably high level, but also to work with more experienced partners and fee earners on more complex and specialised matters, as required

· Have experience of building relationships with both new and existing clients and professionals, as well as a natural ability to promote marketing and business development initiatives in a dynamic way

· Possess good communication skills in order to explain legal matters clearly to clients

· Be discrete and have the ability to respect client confidentiality

· Be able to tackle tasks in a structured manner to ensure completion to a high standard

· Demonstrate solid organisation and time management skills

· Have experience of working in a team and the ability to develop relationships with colleagues

For more information, please apply directly or contact Jess at AJ Chambers.