Private Client Paralegal

Updated: May 01, 2024 10:59 PM GMT

Page Personnel Finance

Cumbernauld, Glasgow

Our client is looking for a Private Client Paralegal
Client Details
A leading law firm
Description
Proactively manage your own caseload and provide an excellent client service
Communicate with Executors and other third parties as required
Identify and resolve any problems experienced by our clients in a professional manner
Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce inheritance tax calculations
Complete inheritance tax account forms
Prepare Executry accounts
Have a working knowledge of legal rights
Build good relationships internally and advise colleagues with different specialisms
Adhere to firm processes in relation to financial policies, time recording and AML compliance
Maintain accurate records on the firms document management system.
Profile
Previous experience dealing with executries is essential
Excellent interpersonal skills, both written and oral

Able to build professional relationships with clients and third... More Detail