Private Wealth Legal Executive

Osborne Clarke; West of England; Hybrid; GBP 28.000 - 36.000; Vollzeit

Zusammenfassung

Osborne Clarke in Bristol is seeking a Paralegal or Legal Executive to join its Private Wealth team on a full-time, permanent basis. The role focuses on assisting with estate and trust administration, deputyship matters and the preparation of wills and lasting powers of attorney, under supervision.

You will support a busy private client practice, handle letters and documents, and work as part of a collaborative team while developing your career in private wealth.

Qualifikationen

• Experience in private client matters, particularly in trust and estate administration.
• Ability to remain calm under pressure, demonstrate initiative and prioritisation.
• Attention to detail and ability to produce/format letters and documents.

Aufgaben

• Estate Administration
• Trust Administration
• Deputyship and Court of Protection
• Preparation of Wills
• Preparation of Lasting Powers of Attorney
• General administrative tasks and support

Kenntnisse

Private client experience

Trust & estate administration

Attention to detail

Team player

Calm under pressure

Tools

Outlook

Word

Excel

iManage

Jobbeschreibung

Role profile

We have anexciting new opportunity for a Paralegal or Legal Executive to join our highlyregarded Private Wealth team in our Bristol office on a full time, permanentbasis.

The Practice

OsborneClarke's Private Wealth team covers all the areas that you might expect fromprivate client lawyers, such as wills, lasting powers of attorney, trusts,probate, deputyship and family investment companies. However, working withcolleagues in Osborne Clarke's wider teams, the Private Wealth team also helpsform private investment funds, find the optimal structure for a new businessventure or investment and support family office arrangements.

"The teamat Osborne Clarke consistently delivered clear, pragmatic advice on a verytight deadline." - Chambers & Partners

The team

Spanning ourBristol and London offices, the growing Private wealth team is made up of 2Partners, 1 Consultant, 1 Legal Director, 1 Senior Associate, 2 Associates, 1Chartered Legal Executive and 1 Trainee Solicitor.

Keyresponsibilities

• With supervision to assist with thefollowing tasks:
• Estate Administration;
• Trust Administration;
• Deputyship and Court of Protection;
• Preparation of Wills;
• Preparation of Lasting Powers of Attorneyto include registration of EPAs and LPAs;
• general administrative tasks and support.

TechnicalSkills and Experience

We are ideallylooking for a Paralegal or Legal Executive with previous private clientexperience, particularly in trust and estate administration, but applicationsare welcome from others who are committed to build a career in this area.

In addition,you will:

• Have the ability to remain calm underpressure, demonstrating initiative and prioritisation skills;
• Demonstrate attention to detail;
• Be able to competently produce and formatletters and documents;
• Be a competent user of various computerpackages, Outlook, Word, Excel;
• Be a confident user of a documentmanagement system such as iManage;
• Have an interest in how technology can aidefficiency in your work; and
• Be able to work as part of a team.

Salary andbenefits

We offercompetitive salaries and generous benefits.

Our recruitment process

Please note we review and progress applications on a rolling basis. At Osborne Clarke we do not make any recruitment decisions using automated decision-making.

We are committed to providing an environment where you can perform to the best of your abilities at every stage of your recruitment experience and beyond. If you require any adjustments to be made during the application stage, interview process, or when working with us, please let us know in confidence.

About Us

Osborne Clarke is an international legal practice with over 330 Partners and more than 1,260 talented lawyers in 26 locations*. Our sector-based approach enables us to help our clients tackle the issues they are facing today, and prepare for the ones that they will face tomorrow. Advising them both comprehensively and commercially. We love working closely with our clients on new deals, products and solutions which will transform their businesses, markets and even sectors. And our unique approachable culture is not an added extra, it's fundamental to our success.

AtOsborne Clarkewe value difference and encourage applicants from all backgrounds. We want everyone to feel that OC is a place where you can be yourself and belong, and our range of interest groups and diversity networks - not to mention our great teams - are a part of making that a reality. We value the health and wellbeing of our people and our wide range of initiatives and benefits support this.

*Services in India are provided by a relationship firm