Job Description

Paralegal

Overview

We are seeking a detail-oriented and driven Paralegal to join our client's dynamic and inclusive legal team. The ideal candidate will support the solicitors in delivering top-tier legal services by performing a combination of legal, financial and administrative tasks, with a strong focus on ensuring that clients’ financial affairs are managed carefully, sensitively and efficiently. This includes maintaining accurate and up-to-date records, handling confidential information appropriately, supporting legal and financial processes, and ensuring that all work is completed accurately and within required deadlines.  

Benefits

• Salary - Competitive 


• Location: York city centre


• Full-time 37.5 hours per week


• 26 days annual leave + bank holidays increasing with service


• Office closure during Christmas and New Year


• Your birthday off


• Pension, life cover


• Enhanced sick pay


• Health cash plan


• Staff discounts including discounted gym membership

Responsibilities

• Supporting the Directors with the daily management and administration of clients’ financial affairs.


• Arranging and processing payments 


• Reviewing client bank accounts, checking and reconciling transactions, and keeping financial records and schedules accurate and up to date.


• Communicating with clients, relatives, care providers, banks, estate agents and other relevant third parties to obtain information and deal with ongoing matters.


• Assisting with paperwork and information required for tax returns, care funding assessments, benefit applications and other financial administration.


• Providing support with property sales and purchases, including corresponding with estate agents and other professionals on behalf of the Directors.


• Attending client meetings when required and preparing detailed attendance notes and any necessary follow-up correspondence.


• Assisting with the onboarding of new clients and helping with the initial administration of their affairs.


• Maintaining organised and accurate client files, monitoring important dates and ensuring that internal processes and procedures are followed.


• Handling enquiries from clients, family members, care providers and professional contacts in a polite, sensitive and professional manner.


• Ensuring that all client records, file management, documentation and correspondence are maintained accurately and to a high professional standard.

Qualifications

• Proven experience as a paralegal or legal assistant 


• Strong organisational skills with the ability to manage multiple tasks and deadlines effectively.


• Excellent written and verbal communication skills.


• High attention to detail and accuracy in all aspects of work.


• A proactive mindset with a willingness to take on new responsibilities.

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you.  If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications.  A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.  Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.

 http://www.charterhouserecruitment.co.uk/privacy-notice/

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