Overview
Executry Paralegal Jobs in Dalkeith, Scotland, UK at Cross Resourcing
Location: Dalkeith
Are you looking for an
exciting
and varied Paralegal role? Our well-respected legal client is seeking an
Executry Paralegal
to join their busy Executry team in Edinburgh. This position offers a
dynamic work environment
where you can apply your expertise and contribute to a
supportive team
. What youll do Administer testate and intestate executries from initial meeting to conclusion
Proactively manage your own caseload while providing exceptional client service
Communicate effectively with Executors and other third parties as necessary
Identify and resolve client issues professionally and efficiently
Demonstrate a strong understanding of inheritance tax exemptions and reliefs, including the ability to produce inheritance tax calculations
Complete HMRC inheritance tax forms accurately
Prepare Executry accounts in compliance with legal requirements
Possess knowledge of legal rights related to executries, including calculations and common issues that may arise
Build and maintain positive relationships within the firm and provide guidance to colleagues across different specialisms
Adhere to the firms financial policies, time recording, and AML compliance protocols
Maintain accurate records within the firms
document management
system
What youll need Relevant formal qualification(s), preferably recognised by the Law Society of Scotlands Accredited Paralegal scheme
Minimum of 5 years of experience in dealing with executries
Commercially focused approach to managing workload effectively and efficiently
Excellent interpersonal skills, both written and verbal
Ability to establish and nurture professional relationships with clients and third parties
Strong organisational skills with the ability to prioritise tasks High level of accuracy and
attention to detail
Ability to work independently and collaboratively within a team, including delegating tasks and supporting colleagues
Proficient in Microsoft Office applications
What youll receive
Competitive salary
based on
your skills
and experience
25 days holiday plus 8 public holidays per year, increasing with length of service
Non-contributory life cover from the onset of employment and income protection after 1 year
Whats next? Contact the team
for more info or apply via the link below. Equal Opportunities Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.
Title: Executry Paralegal
Company: Cross Resourcing
Location: Dalkeith, Scotland, UK
Category: Law/Legal
