We are successful because we employ and retain good people. We have ambitious growth plans and we need more good people to achieve this.
We are looking for a Paralegal to work in our Legacy Team in our Exeter office. You will be responsible for assisting with the administration of legacies for our large charity clients.
In doing so, you will assume responsibility for the progression of cases from introduction to conclusion. This is an exciting opportunity to join a growing team who specialise in acting for charities.
If you are highly motivated, energetic and have high levels of personal organisation skills then this is the role for you.
What you'll do
As a Paralegal in the Legacies team your day to day tasks include :
Ensuring that all compliance and file opening formalities have been attended to. This will include capturing full details of the will, the deceased, their family and beneficiaries, as well as their assets and liabilities.
Registering death and arranging funeral.
Reviewing assets, sending initial enquiries to assets and liability holders, notifying utility companies and all other interested parties, entering financial information and other key data.
Property and other asset management.
What we need
This is a busy, challenging but rewarding role, and for you to be successful we need you to demonstrate the following :