Private Client Paralegal/CILEX

JDI Legal are currently working with an established high street firm in North Tyneside who are looking to add to their private client offering.

The role would suit an experienced paralegal, Clerk or Cilex or just someone with a lot of experience in wills and probate.

The role is full time and will work from modern offices which have the benefit of onsite parking. The successful candidate MUST have private client experience and be accustomed to working with autonomy under guidance of a Partner:

• Organising and attending meetings for execution;
• Preparing applications for Certificates of Appointment of Estate Trustees;
• Managing advertising for creditors;
• Preparing Estate Trustee/guardian/attorney accounts: all in court passing form;
• Assisting in assembling information on assets and liabilities for estate administration purposes, including correspondence with financial institutions, CRA, executors, beneficiaries, and others;
• Preparing releases, receipts, directions and other documents routinely used in estate administrations;
• Managing on-going record keeping and preparing timelines and task lists for estate administrations;
• Preparing and collating various pleadings and court documents (including drafting application records, motions for direction, affidavits and other documents involved in estate litigation, etc.);
• Coordinating, scheduling of court dates and other procedural matters with estates courts;
• Managing and/or assisting with the organisation and maintenance of the Wills Storage and addressing all requests pertaining to storing or retrieving Wills and other estate planning documents;
• Preparing Estate Information Returns;
• Communicating with banks, investment advisors, accountants and others in the administration of Estates;
• Engaging in file management (e.g. opening files, file reviews and etc.);
• Contacting clients and opposing counsel for scheduling and information gathering;
• Preparing, and editing emails, correspondence, memoranda, reports, authorisations and directions, retainers, forms and other documentation;
• General administrative duties, including but not limited to scanning, filing, printing, photocopying, scheduling appointments, performing administrative duties with respect to opening and closing files, etc.)
• Welcoming clients, answering the telephone, routing callers, taking messages and providing routine information to callers;

A lovely friendly and secure firm who can offer genuine prospects for development.

For a confidential discussion about this role please get in touch.