Private Client Paralegal

Join us as a PRIVATE CLIENT PARALEGAL at AMD Solicitors

An exciting opportunity has opened to join our expanding and highly experienced Private Client Team. The position is based in our Bristol offices and is part of a fast paced and friendly environment.

You will provide a high quality and professional service to our clients and team members, working as part of a team and valued for your individual contribution.

• Dealing with telephone enquiries from new and existing clients
• Making calls out to clients and third parties on behalf of and at the direction of fee earners
• Drafting probate applications, Deed of Appointment, Deeds of Variation and preparing inheritance tax returns under the supervision of fee earners
• Maintaining relationships with clients
• Producing accurate documentation, reports and correspondence following standard office practices and precedents, to timescales required to meet clients service levels with the agreement of the fee earner
• Handling and being responsible for full compliance procedures on the files worked on
• Ensuring that files are maintained in a good order and that clients are kept informed at frequent intervals of progress on matters, including being supplied with periodic case updates
• Assisting with legal research
• Opening of New Files
• Carrying out compliance checks of all new clients
• Assisting with the billing process including raising billing guides for fee earners and forwarding invoices to clients
• Dealing with electronic payment forms for fee earners
• Ensuring work is maintained at a high level of quality throughout so as to promote the reputation of the firm

• A passion for this area of law and ambition to prove their value to a team
• A clear understanding and ability to apply the principles of estate administration
• Strong verbal and written communication skills
• The ability to build strong relationships with clients and team members
• Ability to work unsupervised within scope of instructions from fee earners
• A commitment to thorough drafting and attention to detail
• Solid interpersonal skills and a sympathetic understanding of client needs in this area of law
• Excellent teamwork
• Excellent time management skills
• Excellent communication skills
• Excellent IT skills with solid use of Word and Excel

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Legal
• Industries:
  Legal Services

This role is opened as a full-time role in the Henleaze office with scope to gain experience in all offices.

Applications to: a