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Paralegal - Private Clients

Baxter Williams
Closing date
10 May 2021

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Contract Type
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Job Details

Paralegal - Private Client
Brierley Hill

Job Role
To assist the private client team with case/client management and to run Wills and LPA's. ONLY applications from Paralegals with Private Client experience will be considered for this position.

Key Responsibilities

Conduct on matters on behalf of the client
Issue client care documents
Writing wills, and offering advice to client
Ensure client is dealt with and matter documents are completed
Maintain files in neat and orderly state with regular reviews
Insure GDPR and confidentiality
Regularly update clients on cases
Take instruction and run the case
adhere to the SRA code of conduct and professional standards and to adhere to the company's policies and procedures as set out in the office manual.
To participate in departmental and other meetings to assist the continued success of the Company and the department.
To take positive steps to market the services of the Company and your department and to ensure that your existing clients are aware of the various types of legal work which the Company undertakes
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