Paralegal
RemoteUnited Kingdom or Glasgow, Scotland, United Kingdom
Job Summary
Administer executry estates and trusts, drafting confirmation and IHT forms alongside general financial administration for POA and guardianship. Prepare correspondence and legal documents from digital dictation while managing all filing for hard and soft copies. Open and close client files, sending documents for storage, and assist with anti-money laundering checks. Serve as the primary point of contact by answering calls, taking messages, and supporting visitors to the office. Maintain diaries and arrange appointments. This role supports the Private Client Department within the professional services sector, covering wills, trusts, tax, and estate planning.
Required Qualifications
- Previous experience within a similar role whether this be within an administrative or legal secretarial role
- Excellent communication and interpersonal skills
- Experience with audio and copy typing
- Background using track changes and mail merge
- Confidence dealing with clients and colleagues of all levels
- Strong technical capability
- Committed to providing a first-class service at all times
- Natural positive and proactive attitude
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