An excellent opportunity for a Paralegal to join this very well respected multi-office Sheffield firm. Working in their Trust & Court Of Protection team
This is a superb opportunity for you to develop your skills and experience within an established and innovative environment. Post-holders can expect to deal with clients, draft documents,
Managing own caseload and providing day to day advice, support and administration services to clients.
Maintaining computerised and paper trust records systems and files.
Managing trust assets including property, investments and cash (held in external bank accounts).
Making payments on behalf of clients, monitoring budgets and liaising with financial advisors in this regard.
Liaising with clients, their families, professionals involved in their cases and colleagues.
Preparing for, arranging and following up from meetings (with opportunities to attend meetings, with support as necessary).
Reviewing files regularly to maintain a high standard of care and support to clients. Preparing bills and advising clients of ongoing costs.
Preparing cash reconciliation statements.
Collating information for an annual tax review of clients’ tax affairs, arranging payments of tax where appropriate.
Keeping abreast of changes in legislation, Court of Protection procedures and other regulatory aspects by attending training provided.
Willingness to learn new skills
Ability to communicate with people at all levels
Ability to work effectively as part of a team
Attention to detail
Ability to prioritise and meet deadlines