Private Client Paralegal

Reed; Essex; On-site; GBP 22,000 - 32,000; Full time

Job summary

Reed is seeking a Private Client Paralegal to support the team across wills, LPAs, probate and estate administration. You will assist solicitors, draft documents, and manage client communications.

You will use case management systems, liaise with clients and professionals, and help with billing and deadlines while ensuring compliance. A training contract progression is a key focus for career development.

Qualifications

• Experience in private client matters such as wills, LPAs, probate and estate administration.
• Draft correspondence and documents ensuring accuracy and meeting customer requirements.
• Use case management systems to generate and complete correspondence and documents.

Responsibilities

• Assisting the private client lawyers with probate and estate administration.
• Draft correspondence and documents ensuring they are accurate and meet our customer's requirements.
• Using case management systems to generate and complete correspondence and documents.
• Coordinating and attend meetings, take instructions and notes and liaise with customers.
• Researching laws and regulations.
• Liaising with other professionals such as financial advisor's and accountants.
• Assisting the team with their case-load as appropriate.
• Review client documents.
• Assist with ensuring client billing is undertaken accurately and within deadlines.
• Ensuring compliance responsibilities and adhered to.

Skills

Private client experience

Document drafting

Case management

Meetings coordination

Client liaison

Legal research

Tools

Case management software

Job description

Are you experienced in Private Client and looking to continue your career, ideally in a firm that will be offering a training contract?

This role sits within the Private client team which delivers a full range of legal services including drafting of wills and lasting powers of attorney, document preparation, probate and estate administration and search and analysis.

As a private client paralegal, you will be responsible for:

• Assisting the private client lawyers with probate and estate administration
• Draft correspondence and documents ensuing they are accurate and meet our customer's requirements
• Using case management systems to generate and complete correspondence and documents
• Coordinating and attend meetings, take instructions and notes and liaise with customers
• Researching laws and regulations
• Liaising with other professionals such as financial advisor's and accountants
• Assisting the team with their case-load as appropriate
• Review client documents
• Assist with ensuring client billing is undertaken accurately and within deadlines
• Ensuring compliance responsibilities and adhered to

This firm is invested in each employee's career progression especially for paralegal's, as their goal is to progress and retain the best legal professionals.