Paralegal Private Client

Paralegal Private Client Newcastle Upon Tyne

Ideally looking for an individual who is able to take instructions, draft documents, take a simple probate forward, someone who wants to take that experience and ability to progess.

The Role will be working directly with and for one of the Senior Private Client Solicitors, enabling the Solicitor to concentrate more on the complex matters.

Main Responsibilities:-

To work as part of the team to assist with providing Private Client services,

• Undertaking fee-earning work and time recording accordingly To deliver a high quality service to clients, dealing with them on the telephone and face-to-face in client meetings.
• Responsibility, under supervision, for assisting others within the Private Client group with their matters as detailed above in paragraph
• Preparation of correspondence and drafting wills and trust documents (with support) from precedents, in compliance with DMH Stallard house style guide.
• Proof reading, fact checking, and the ability to send confidential documents to clients and others unsupervised.
• To learn and adhere to the firm s systems (to include use of DMH Stallard case management system, Isokon accounts package), and the requirements of third party referrers.
• To assist with the development of our case management system.
• Data inputting and basic accounting transactions following the provision of training on the firm s accounts package and systems detailed above.

This role is offering an opportunity to grow and develop and progress within the firm.