Paralegal - Executry / Private Client

We are delighted to be working in partnership with our client based in Glasgow who are looking to recruit a Paralegal on a full time, permanent basis.

Working within the professional services sector, you will add value and support to the wider Private Client Department. The department provides a wide range of services including wills, trusts, tax and estate planning, executries, POA’s and other related succession planning.

Role Responsibilities

• Administer executry estates and trusts
• Drafting confirmation & IHT forms, executry accounts and general financial administration to include POA and guardianship administration
• Preparing correspondence and legal documents from digital dictation
• Being a point of contact and answering any calls, take message and support visitors to the office
• Maintain diaries and arrange appointments
• Manage all filing, both hard and soft copies
• Open and closure of client files and sending documents for storage
• Assist with anti-money laundering checks

To be considered for this opportunity, our client does require the following experience /background:

• 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

Reward

• Excellent starting salary which will be discussed at time of application
• Generous holiday allowance
• Excellent training and a clear career path
• Pension
• Flexible working upon request
• Life Assurance
• Various incentives and rewards
• Opportunity to work from home

Next Steps

For further information, please apply by emailing your CV to Utopian Recruitment ASAP. Our client is looking to interview and recruit these positions as soon as possible.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it isn’t always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.