As an experienced member of the Executry team, you will be able to develop and maintain client relationships whilst delivering an excellent level of service to our clients. You will be responsible for your own caseload, in conjunction with the partners and solicitors in the Executries team, which will involve a broad range of Executry work and compliance related issues as noted below.
- Involvement in all aspects of the day-to-day administration of Executry estates, including drafting relevant legal documentation, for example, Petition for appointment of an Executor, application for Confirmation, Inheritance Tax account and relevant schedules, and the Executry account.
- Involvement in complex issues which may arise during the administration of Executry estates, for example, dealing with foreign estate and any related matters arising.
- Managing clients’ expectations by adopting a proactive approach to maintaining regular contact with them, either by email, telephone or written correspondence, and striving to maintain a positive, personal, relationship with them during the estate administration.
- Taking ownership of your own workload, typing and administrative tasks; using your initiative in order to apply your technical knowledge to organise and prioritise your caseload accordingly; maintaining detailed and accurate attendance notes and documentation.
- Maintaining excellent financial management of your caseload to ensure compliance with Law Society of Scotland regulations.
- Ensuring adherence to Blackadders’ compliance policies and procedures and Law Society of Scotland regulations, including Anti-Money Laundering, information security and GDPR etc.
- Making regular cross-department referrals, where appropriate, to colleagues – for example, estate Executors wishing to put Wills and Powers of Attorney in place.
- Recognising the values of the firm and ensuring compliance with them by working effectively not only on an individual basis, but also with other members of the Executries team, and the wider firm community, including partners, solicitors and other paralegals.
- Recognising and supporting the firm’s strategic objectives and working both individually and as part of a team to assist in achieving these.
- Highly motivated and committed to delivering an excellent level of service to the firm’s Executry clients during a period of personal loss.
- A confident communicator with excellent skills, both written and oral, and an ability to adapt these skills depending upon the context of the situation.
- An awareness of the importance of both accuracy and attention to detail, particularly in Executry administration matters.
- An ability to work independently and to prioritise caseload effectively to ensure that deadlines are met; a recognition of the benefits of being proactive during the Executry administration process and employing these on a day-to-day basis.
- Ability to organise files in an orderly manner, and to recognise the importance of doing so, thus enabling colleagues to seamlessly continue an estate administration should the need arise.
- Ability to assist, where necessary, less experienced colleagues on estate administration related matters.
- Genuine enthusiasm to continue developing both personally and technically.
- An eagerness to contribute towards the overall strategic objectives of the firm.
- Ability to maintain the strictest standards of client confidentiality at all times.
Performance Measured By:
- Efficiently concluding estate administration on behalf of clients to their satisfaction.
- Ongoing file management, including maintaining detailed contemporaneous attendance notes of all client related work, and financial management.
- Ability to work independently, with drive and initiative whilst maintaining a flexible and responsible approach to client related matters.
- Efficiency in dealing with estate administration work and accuracy of work produced.
- Compliance with time recording requirements and other commercial targets, for example, fee targets.
- Good attendance, timekeeping and conduct.
There may be a requirement to perform duties other than those given in the job description for the post. The particular duties and responsibilities attached to posts may vary from time to time without changing the general character of the duties or the level of responsibility entailed. Such variations would not of themselves justify the re-evaluation of a post. In cases, however, where a permanent and substantial change in the nature of the duties and responsibilities of a post occurs consistent with a higher level of responsibility, then the post would be eligible for re-evaluation.
Job Title: Paralegal/Senior Paralegal
Date: December 2021
Unit: Private Client
Responsible to: Private Client Partners