client associate Work, Jobs in taunton, som (with Salaries)

Private Client Paralegal
Porter Dodson —Wellington
- Microsoft Outlook
- Microsoft Office
- Administrative experience
Associate Trainer
Northbrook —Yeovil
- £25.00 - £37.50 an hour
- Care experience
- Microsoft Office
- Travel
Quick apply
Commercial Property Associate - Taunton
Clarke Willmott —Taunton
- Hybrid work
- Mentoring
Private Property and Agriculture - Associate/Senior Associate
Clarke Willmott —Taunton
- Business development
- Organisational skills
- IT
Private Property and Agriculture - Associate/Senior Associate
Clarke Willmott LLP —Taunton
- Business development
- Organisational skills
- IT
Commercial Property Associate - Taunton
Clarke Willmott LLP —Taunton
- Hybrid work
- Mentoring
Home Sales - Associate/Senior Associate
Clarke Willmott LLP —Taunton
- Mentoring
Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Associate/Snr Associate - Employment & Pensions
Capsticks Solicitors LLP —Exeter
- Full-time
- Hybrid work
Quick apply
Associate - Structured Lending
Paragon Banking Group —Street
- Part-time
- Hybrid work
- Analysis skills
- Communication skills
- Negotiation
- Employee assistance programme
- Employee discount
Independent Financial Adviser
James and Associates Financial Services Ltd —Minehead
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
6d
Associate Flood Forecasting Modeller
AECOM —Exeter
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Bachelor's degree
Accountant & Tax Consultant
Emily Pearson Associates Ltd —Wedmore
- £24,420 - £40,000 a year
- Part-time
- Analysis skills
- Accounting
- QuickBooks
Quick apply
1d
Senior Ecologist
HalpinRobbins Limited —Tiverton
- Hybrid work
- Annual leave

More jobs to discover

Find similar jobs that you might be interested in.

Associate Trainer
Northbrook —Yeovil
A recognised teaching or training qualification. Have experience working within health and social care. Experience in management or leadership roles within…
£25.00 - £37.50 an hour
Quick apply
Learning and Training Manager
Phoenix Learning & Care Group —Tiverton
Manage, coach and develop Trainers and Associate PRICE Trainers, driving consistent, inclusive, confident and effective delivery.
£45,452.16 a year
Quick apply
23h

I want to receive the latest job alerts for client associate in taunton, som

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Private Client Paralegal

Porter Dodson -
Wellington

Apply Now

Job details

Permanent

Benefits

Free flu jabs
Company pension
Discounted gym membership
Private medical insurance

Qualifications

Microsoft Outlook
Filing
Microsoft Office
Administrative experience
Organisational skills
IT

Full job description

Description

We have an excellent opportunity for a Paralegal to join our Private Client Trusts team in Wellington to provide support to the team with a view to developing a caseload. The successful candidate will undertake the administration of ongoing trusts; assist with Trust Registration Service referrals, deal with the preparation of Trust documents and deeds and assist with the termination of trusts under the supervision of the Solicitor or Senior Associate.

Key Responsibilities

Role Responsibilities including but not limited to:

Liaise with trustee clients, beneficiaries and external organisations in a timely and professional manner.
Deal with the administration of Trusts at different stages including upon creation and termination.
Draft legal documents which alter or terminate trusts, appoint or remove trustees.
Assist with administration of charitable trusts and trusts for vulnerable beneficiaries.
Monitor the performance and condition of trust assets such as investments and properties.
Complete registration of Trusts with HMRC’s Trust Registration Service in respect of new referrals and existing trusts, undertake any changes to the register and submit annual declarations.
Open files, prepare and send initial client engagement documentation.
Review client ID documents to ensure compliance with Money Laundering obligations and internal policies.
Ensure all email correspondence and attachments are entered on to Peppermint and Matter Summary Sheets are updated accordingly.
Draft straightforward legal documents using the precedents provided, filing documents online where appropriate and develop skills to deal with more complex transactions.
Contribute to the maintenance of a strict diary note of deadlines and timescales relevant to Legal Advisor(s) matters.
Attending client meetings with advisors and taking comprehensive notes.
Ensure all photocopying and scanning is accurate; take responsibility for checking photocopying/scanning done by Office Assistant.
Attend to clients on the phone and in person, accurately recording any messages and passing on to the appropriate person without delay.
Provide proactive administrative support and matter management tasks that include but are not limited to keeping up to date with progress on matters; identifying follow up actions needed; proactively contributing to team billing and file closures where appropriate., WIP, disbursement and debts, file closure and residual balances.

Skills, Knowledge and Expertise

Working closely with the fee earners in our Trusts Team and wider Private Client department, this role would best suit someone who is proactive and enthusiastic, with great interpersonal skills and the ability to communicate with people at all levels. Excellent organisational skills and the ability to work flexibly to deadlines will be important. Strong administrative skills are essential, along with commitment to delivering a high-quality and professional service in a cost-effective manner. More technical requirements include excellent IT skills including the use of Microsoft office and Outlook. Ideally you will have experience in a law firm environment providing legal support to fee earners, but we would welcome applications from those who feel they meet the requirements of the role.

Benefits

In addition to a competitive salary, you will also get:

25 days holiday, plus Bank Holidays
Extra Day of Holiday for your Birthday
Flexible Working
Private Healthcare
Pension Scheme(s)
Life Assurance
Eye Tests
Flu Jabs
Corporate Gym Membership Discounts
Legal Support
Opportunities to get involved with charity fundraising, sports teams and office socials

About Porter Dodson

Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset.

We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our clients a superb service grounded in the real world.

What makes Porter Dodson a great place to work is our people and our culture. Our team are the lifeblood of the firm, and we are fully committed to ensuring our team are motivated, well cared for, and fulfilling their potential at work. Our people are our priority, which is why we have such excellent staff retention rates and how we have sustained a gold accreditation from Investors in People since 2016.

Apply Now

Refine Your Search

client associate jobs in taunton, som

Private Client Paralegal

Associate Trainer

Commercial Property Associate - Taunton

Private Property and Agriculture - Associate/Senior Associate

Private Property and Agriculture - Associate/Senior Associate

Commercial Property Associate - Taunton

Home Sales - Associate/Senior Associate

Consultant, Financial Planning

Associate/Snr Associate - Employment & Pensions

Associate - Structured Lending

Independent Financial Adviser

Associate Flood Forecasting Modeller

Accountant & Tax Consultant

Senior Ecologist

More jobs to discover

I want to receive the latest job alerts for client associate in taunton, som

Explore jobs in more locations

Description

Key Responsibilities

Skills, Knowledge and Expertise

Benefits

About Porter Dodson

Jobseeker tools

Employer Tools

Browse

Stay Connected