Billing Paralegal - Court of Protection

Irwin Mitchell; Sheffield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading legal firm in the UK is seeking a Billing Paralegal to assist with OPG reports, reconcile transactions, and prepare billing documents. The ideal candidate will have a strong working knowledge of Excel and demonstrate a friendly, can-do approach. The role offers generous benefits including flexible working options and support for mental health initiatives.

Benefits

25 days holidays plus bank holidays

Flexible pension schemes

Two days of volunteering per year (paid)

Health membership benefits

Qualifications

• Ideally have Paralegal experience, but this is not essential.

Responsibilities

• Assist with Annual OPG reports preparation.
• Reconcile transactions passing through accounts.
• Summarise financial information in pivot tables.
• Prepare documents for billing bundles.
• Liaise with OPG to resolve queries.
• Support team in meeting financial targets.

Skills

Working knowledge of Excel

Friendly approach

Enthusiastic demeanor

Can-do attitude

Job description

Your Role

As a Billing Paralegal you will be :

• Assisting with the preparation of Annual OPG reports for all our Professional Deputyship matters. This involves exporting the bank statements from the Lloyds online bank system and entering these transactions into a template excel spreadsheet. Also reviewing the 3e client account to check for transactions passing through that account. Also assisting with the preparation of Lay Deputy reports for external deputies.
• Reconciling the transactions passing through the accounts during the reporting period. This involves categorising the credits / debits into the relevant categories provided by the OPG, using the payments app to obtain further information regarding payments made and adding the descriptions to the excel spreadsheet.
• Summarising the above information in a pivot table and then copying the data over into the OPG website.
• Summarising the current costs information on the OPG site and providing costs information to the Fee Earner to assist them in the preparation of their costs estimate for the upcoming year.
• Liaising with the OPG to resolve queries following the submission of the annual OPG reports.
• Assisting in all aspects of housekeeping
• Assisting the team in hitting financial targets

Preparing documents and files for billing bundles to forward onto the Court

About You

• Working knowledge of Excel
• A friendly, enthusiastic, and can-do approach
• Be a role model and demonstrate our values consistently
• Ideally Paralegal experience however this is not essential.

If this sounds like you, we’d love to receive your application

Our Benefits - What We Can Offer You

• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands : Our People, Our Community, Our Environment and Our Pro Bono.