- Opening files and onboarding clients
- Dealing with client due diligence and processing AML checks
- Assisting int eh drafting of Wills & LPA's
- Generating letters and sending by email or uploading to a client portal
- Attending clients both on the phone and in person
- Ensure confidentiality and security of all practice and clients documentation and / or information
- Providing photocopying support to the team
- Answering calls from prospective new clients
Back to searchPrivate Client Paralegal
qed legal
Posted 2 days ago, valid for 10 days
Evesham, Worcestershire WR11 7PA, England
Full Time
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Sonic Summary
- An excellent opportunity is available for a paralegal to join the private client department of a respected firm in Worcestershire.
- The firm is seeking a candidate with at least 6 months of experience in a private client department to assist experienced fee earners.
- Main tasks include onboarding clients, conducting due diligence, drafting Wills and LPAs, and client communication.
- The salary for this position ranges from £23,500 to £26,000.
- Strong communication skills and a commitment to progressing within the legal profession are essential for the successful candidate.
