Private Client Paralegal

Michael Page

Location

Edinburgh | United Kingdom

Job description

Administer testate and intestate executries from initial meeting to conclusion
Proactively manage your own caseload and provide an excellent client service
Communicate with Executors and other third parties as required
Identify and resolve any problems experienced by our clients in a professional manner
Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce inheritance tax calculations
Complete inheritance tax account forms
Prepare Executry accounts
Have a working knowledge of legal rights
Build good relationships internally and advise colleagues with different specialisms
Adhere to firm processes in relation to financial policies, time recording and AML compliance
Maintain accurate records on the firms document management system.

Job tags

Salary

£35k - £50k per annum