Executry Paralegal (Glasgow) | Aberdein Considine Legal

Executry Paralegal (Glasgow)

Location: Glasgow

Position Type: Full time / Permanent or Part time/ Permanent

Aberdein Considine are looking for an Executry Paralegal to join our expanding Private Client department in Glasgow. The successful candidate will manage their own workload of executry files with Partner and Solicitor support.

KEY RESPONSIBILITIES

•To attend to all day-to-day aspects of the administration of estates:-

-Client meetings/telephone calls to take instructions, including explaining the executry process generally.-Communicating with other professionals, financial institutions, and service providers.-Investigating assets in executry estates.-Framing estate Inventory and Inheritance Tax forms; Meeting clients to explain and review same.-Realisation of estate assets, including obtaining payment of cash balances and transfer of assets to beneficiaries.-Accounting to executors and beneficiaries.-Distribution of estates to beneficiaries.

-Open communication with clients throughout, including provision of regular, unprompted updates.

•Have an understanding of estate taxation.•Pro-active management of individual caseload.•Cross-selling of legal, property and financial services.•Working with partners and fee-earners to review existing policies, practices and precedents.

Requirements

QUALIFICATIONS

Essential

Standard Grades or equivalent in English and Maths

Desirable

HND / HNC in Legal Studies / ServicesSPA registered paralegal

SOLAS or STEP qualification

SKILLS AND EXPERIENCE

Essential

Competent IT skills

Good communications skills

Strong organisational skills

Desirable

Legal office experience (particularly in a paralegal or legal assistant role, ideally in a private client context).

Experience in a client/customer facing role.

Experience of using case management software.

KNOWLEDGE

Essential

Exhibit a strong and confident understanding of the executry process and succession lawDesirable

Understanding of different types of financial products

APTITUDES

Essential

Good oral and written communication skills

A professional and sympathetic approach to dealing with clients during sensitive periods

Ability to work to strict timescales and deadlines

Attention to detail

A team playerAbility to problem solve and see ‘bigger picture’

How Do I Apply?

Online: Application Form

Download: Application Form

E-mail: recruitment@acandco.com

Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN