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Our award winning, highly skilled and experienced Private Capital group provide a wide range of services and advice to empowering families to define their unique long-term goals and legacy. We undertake various Family and Private Client work at all levels and across many sectors. Our Private Client team, including 13 members of STEP (Society of Trust and Estate Practitioners) offers advice on the following areas of Private Client law: Capital Tax planning including advising on the most appropriate structures via Wills, Trusts & Family Investment Companies, the creation and administration of Trusts including tax compliance, accounting services and professional Trusteeship, administration of estates (simple to complex), Lasting Powers of Attorney and Court of Protection work, the creation and administration of Charitable Foundations and personal tax advice and compliance.
Job Responsibility:
assisting with probate and estate administration cases, running your own cases where appropriate and under supervision
Using case management programmes to run cases
Liaising with clients (taking messages, arranging meetings etc.)
Liaising with other professionals
e.g. financial advisers and accountants
Document production
e.g. preparation of PowerPoint presentations and seminar materials creating and updating Excel spread sheets
marketing material
Legal research
handle your own cases
manage deadlines and competing priorities
work quickly, accurately and efficiently and remain calm under pressure
think ahead to meet the needs of our lawyers and clients
help others team members during busy periods, and to cover absences from work
travel to visit clients in the local area
Requirements:
6 months’ previous experience in a legal team [and/or area of law]
experience of [detail as relevant]
working knowledge at basic level of terminology and documents used in [detail if relevant] transactions
caring nature
personable, approachable and with a genuine interest in dealing with individuals and their families
good numeracy skills and a competent knowledge of Microsoft Excel
strong written and oral communication skills
exceptionally organised and used to working efficiently and accurately
professionalism, with a personal touch and a high standard of honesty and integrity
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