Legal PA (with Paralegal duties) - Tax & Wealth Planning educated to at least degree level and ideally with an LPC or CILEx qualification

Responsibilities/Duties

• Extensive diary management including setting up meetings, liaising with clients and client advisors, booking flights, arranging visas / currency for fee earners and preparing their travel itineraries.
• Coordinating client file matter opening, closing and archiving/recalling documents.
• Drafting retainer letters.
• Managing "pending" matters.
• Diarising chasers and corresponding with clients to return documents or proceed matters
• Raising monthly invoices, liaising with accounts and chasing unpaid invoices and signed retainer letters.
• Collecting and filing client ID for compliance purposes.
• Administration of probate matters in accordance with Tax Group probate policy and maintenance of probate spreadsheets.
• Drafting and witnessing the execution of wills and related documents using the automated system.
• Drafting LPAs, cohabitation agreements, nominee agreements and other tax documents.
• Audio and copy typing correspondence to clients and third parties.
• Updating contact information on InterAction/Outlook.
• Proof reading documents.
• Booking international travel arrangements for conferences, meetings, seminars and dealing with expenses and petty cash claims.
• Provide general assistance to the group Tax & Wealth Planning Professional Support Lawyer(PSL) to organise department training and on updating and drafting group procedures.
• Assist with arranging and preparing for internal training to include dealing with room bookings and event coordination.
• Arranging, co-ordinating and attending conference calls.
• Producing Excel and Power Point documents as required.
• Note taking in meetings and producing attendance notes.
• Attending regular internal "update" Tax meetings on specific matters and maintaining "action points" lists.
• Attending external know-how seminars and provide feedback.
• Dealing with daily post and scanning correspondence to the DMS.
• Dealing with accounts requests (cheques, BACS, etc.).
• Recording referrals.
• Reviewing and updating brochures.
• Coordinating with other PAs in the tax and wider Private Department.
• Ad-hoc duties where required, including but not limited to; arranging team social events and BD events for fee-earners.

Skills/ Attributes

• Educated to at least degree level.
• Ideally LPC or CILEx qualified.
• Previous Paralegal or administrative experience working within a law firm/professional services environment.
• Detail oriented with an ability to type quickly and accurately.
• Strong organisational and planning skills with a flexible, positive 'can-do' approach to work.
• Ability to effectively manage own workload and prioritise workload effectively.
• Ability to communicate effectively with people at all levels.
• Excellent telephone manner.
• Ability to work independently and as part of a team.
• Personable and confident, able to build relationships with partners and clients.
• Resilient and calm under pressure.
• Pro-active and takes initiative.
• Strong client service orientation and proactive problem-solving skills.
• Proficient with Word, Excel and other Microsoft Office applications.