QED
Description
Are you a compassionate and detail-oriented Private client Paralegal with a passion for helping clients through sensitive times?
Do you want to work as part of a great team where your efforts are recognised and rewarded?
Key Responsibilities
- Administer executry cases from initial client meeting to final statement of account, including both testate and intestate estates.
- Independently manage a diverse caseload and support colleagues with complex estate matters.
- Maintain regular and empathetic client communication via phone, email, written correspondence, and in-person or video meetings.
- Ensure accurate handling of financial documentation and estate accounts throughout the administration process.
Person SpecificationWe’re looking for someone who brings:
- Strong ability to work independently and collaboratively within a supportive team.
- A proactive mindset and meticulous attention to detail.
- Excellent written and verbal communication skills.
- Confidence in handling financial information and sound numeracy skills.
- Working knowledge of inheritance tax, exemptions, and reliefs (training available).
- A client-focused approach, demonstrating empathy and professionalism.
- Discretion and a commitment to confidentiality.
- Calmness under pressure and adaptability to changing priorities.
This is a fantastic opportunity within a firm where you will be able to progress and develop your career.
Please contact Deborah Collier at QED Legal on the details provided.