Private client Cross Border Paralegal

<p>PARALEGAL </p> <p>DEPARTMENT: </p> <p>Personal Law Department </p> <p>focusing on candidates committed to the CILEX route or a longer-term paralegal pathway within the firm.</p> <p>OVERALL RESPONSIBILITY: </p> <p>To provide high-level legal and administrative support across a broad range of private client matters. </p> <p>To assist in the management and progression of complex estates, including cross-border succession issues, multi-jurisdictional assets, and international probate matters. </p> <p>To support the continued development of the Private Client practice, maintaining exceptional standards of client care and technical accuracy. </p> <p>MAIN AREAS OF RESPONSIBILITY: </p> <p>This does not set out every responsibility but provides an overview of your main areas of responsibility. </p> <p><br /></p> <strong>LEGAL SUPPORT AND CASE MANAGEMENT </strong> <p><br /></p> <p>Assisting on a wide range of private client matters including: </p> <p>Wills and estate planning </p> <p>Probate and estate administration </p> <p>Lasting Powers of Attorney </p> <p>Trust creation and administration </p> <p>Supporting on cross-border estates involving foreign assets, overseas grants of probate, reseals, domicile and residence issues, and multi-jurisdictional succession considerations. </p> <p>Undertaking legal research on domestic and international succession law, including conflict of laws principles and foreign inheritance regimes. </p> <p>Drafting correspondence, attendance notes, estate accounts, schedules of assets and liabilities, and initial drafts of Wills and LPAs under supervision. </p> <p>Assisting with applications for Grants of Probate and Letters of Administration, including taxable and non-taxable estates. </p> <p>Liaising with foreign lawyers, notaries, asset holders, and institutions in other jurisdictions where required. </p> <p>Supporting on more complex matters, including disputed estates, proprietary estoppel claims, constructive trust arguments, and High Court proceedings where relevant. </p> <ul> <li>ADMINISTRATION AND FILE MANAGEMENT </li></ul> <p><br /></p> <p>Managing files allocated in accordance with firm procedures and quality standards. </p> <p>Assisting with estate administration tasks, including asset collection, preparation of estate accounts, and correspondence with beneficiaries. </p> <p>Assisting where the firm acts as professional Executor or Trustee, including preparation of documentation and costs schedules. </p> <p>Ensuring accurate time recording in accordance with firm policy and contributing towards departmental fee targets. </p> <p>Maintaining strict confidentiality of all client and firm information. </p> <p><br /></p> <strong>CLIENT LIAISON AND COORDINATION </strong> <p><br /></p> <p>Handling initial client enquiries by telephone, e-mail, or via the firm’s website. </p> <p>Arranging client appointments, including in-office and remote meetings. </p> <p>Preparing meeting packs, reviewing existing Wills, preparing draft documentation, and ensuring identification and compliance checks are completed in advance. </p> <p>Maintaining clear, professional communication with clients, beneficiaries, financial institutions, and external advisors. </p> <p><br /></p> <strong>PRACTICE DEVEOPMENT AND TEAM SUPPORT </strong> <p><br /></p> <p>Providing administrative support for leadership or team meetings where required. </p> <p>Assisting with the organisation of the department’s diary and deadlines. </p> <p>Supporting marketing and development initiatives for the Private Client department, particularly in relation to cross-border succession work. </p> <p>Maintaining strong working relationships with colleagues and external professionals, including accountants, financial advisers, and overseas counsel. </p> <p><br /></p> <strong>SKILLS AND ATTRIBUTES </strong> <p><br /></p> <p>Professional and confident manner when dealing with high-net-worth and international clients. </p> <p>Strong written and verbal communication skills. </p> <p>Excellent organisational ability and attention to detail, particularly in complex estates. </p> <p>Ability to manage competing deadlines across multiple matters. </p> <p>Strong IT skills and document management capability. </p> <p>An interest in private client law, succession planning, and cross-border estate work. </p>