Private Wealth Assistant - City of London

An exciting opportunity for an experienced individual with previous exposure in Private Wealth has arisen in a City Law Firm.

They are looking for a competent self-starter to assist the Team Lead for Tax, Compliance and Disclosure and the wider Private Wealth team to deliver advice and guidance to clients. The role will involve a high level of organisation and administration, together with client work to ensure work is completed in a timely and efficient manner and high levels of client service delivery are achieved.

The team works with a broad range of clients (including trustees, administrators, banks, and beneficiaries) in relation to a range of Private Wealth related legal matters. As the role develops, there is a possibility of managing own caseload under supervision. There is also the requirement to support the wider Private Wealth team as and when needed.

The person will be involved in a busy team and will have responsibilities and duties which will include but will not be limited to:

Responsibilities

• Working with our Private Wealth team to assist with tasks such as trust accounts, rental accounts, and estate accounts;
• To take a proactive approach in building professional relationships with clients and other contacts including HMRC;
• Supporting the Team Lead for Tax, Compliance and Disclosure with completing annual accounts, tax returns and providing beneficiaries and their accountants with necessary information;.
• Entering accounting information into spreadsheets, reconciling accounts, and keeping detailed records of transactions to a high standard
• Maintaining trust records in an orderly fashion and meeting necessary deadlines;
• Assisting with the onboarding of new matters;
• Carrying out legal research;.
• Arranging meetings, managing email inboxes and diary management where appropriate;
• Preparing legal documentation we well as document management, review and analysis
• Handling confidential client or case information.
• Providing effective and proactive communication with clients, legal staff and other support staff;

Experience, skills and qualifications

• Previous experience of working in a legal or professional services;
• Previous experience working as a Paralegal (or in a similar role) is desirable;
• Strong research skills
• Numeracy is essential;
• Technically competent in Microsoft Office applications and Outlook;
• Proficiency in using legal database software;
• Ability to work independently in a fast-paced environment;.
• Excellent organisation skills; and
• Meticulous attention to detail.

The role will offer a salary up to c£42000 for the right candidate working in a top Law Firm with excellent exposure to public and privately owned business and wealthy individuals.

For further information please contact Ella Britton