Executry Paralegal, Private Client – Dundee

£dep on exp

Executry Paralegal, Private Client – Dundee or Edinburgh

Highly regarded full service legal firm has an immediate opening for an experienced Executry SOLAS or STEP qualified Paralegal to join their highly acclaimed Private Practice department based Dundee. The successful candidate will possess depth of skills and experience dealing with the administration of executries. In addition, strong communication skills both written and verbal coupled with comprehensive IT skills are pre-requisite.

Key areas of responsibility include:

  • Assist with all Executry tasks as directed by the client and Partner.
  • Attend initial meeting with client, take instructions and gather financial information as required.
  • Ensure clients are aware of all the supporting financial information and documentation that is required to progress matters.
  • Prepare a register of all assets and debts.
  • Prepare an inventory ready for confirmation.
  • Apply to the court for confirmation
  • Notify all companies in accordance with the terms of the will and inventory; ensure IHT matters are addressed prior to confirmation stage.
  • Ensure all actions are recorded accurately within the case management system (Visual Files)
  • Maintain regular phone contact with the clients.
  • Undertake associated administrative tasks such as filing; photocopying; drafting correspondence, etc.
  • Ensure accurate and prompt fee recording in accordance with Firm policies.
  • Undertake legal research as necessary.
  • Ensure awareness of and understanding of Cashroom and associated feeing procedures.
  • Deal with telephone queries from clients, future clients and members of staff in a helpful and courteous manner.

Essential skill required:

• Standard Grades in English and Maths, or Equivalent
• SOLAS or STEP qualification
• HNC/HND in Legal Studies

Please get in touch with Sharri to find out more.

Application Details

Sharri Plimbley

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