Excellent opportunity for an experienced Paralegal / Legal Assistant to join a highly successful private wealth team in Exeter.
The purpose of this role is to assist the Private Wealth Partners and Private Wealth team to provide a first class service to clients. Acting for individuals, companies and trusts both in the UK and internationally, the firm undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, probate and income and capital tax planning. Internationally, they advise on residence and domicile planning and structuring both inbound and outbound.
The successful recruit will be expected to assist the Private Wealth team in the following areas:
* Probate administration including correspondence with institutions;* Payment of liabilities and legacies;* Dealing with receipt of funds;* Preparation of powers of attorney;* Assisting with attorney administration and trust administration matters* Filing of documents, correspondence and other documentation;* File opening, archiving and billing* Scheduling and compiling bibles of documents;* Attending clients to sign documents including wills;* Liaising and maintaining effective client relationships;* Pro-active participation in marketing initiatives; and* Ensuring files are managed in compliance with Lexcel procedures.
To apply for this role previous experience of private client matters is desirable as a paralegal or legal secretary.
For further details and to apply please contact Briony at Chadwick Nott.
01179 171 874
*Where a level of experience is indicated, this is a guideline only and represents the amount of time we would usually expect a candidate to accumulate the requisite level of experience. This does not preclude applications from candidates with more or less experience.
Chadwick Nott Ltd is acting as an Employment Business in relation to this vacancy.