- 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 20 days ago, valid for 23 days
Leamington Spa, Warwickshire CV311UY, England
Full Time
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Sonic Summary
- An excellent opportunity is available for a paralegal to join a respected firm in Warwickshire's private client department.
- The firm is seeking candidates with at least 6 months of experience in a private client department.
- Key responsibilities include opening files, conducting client due diligence, drafting Wills and LPAs, and assisting experienced fee earners.
- The salary for this position ranges from £23,000 to £27,500.
- Strong communication skills and a commitment to career progression in the legal profession are essential for success in this role.
