pinpoint
Private Client COP Paralegal
Porter Dodson
Taunton, GBR
Full-time
Entry
Onsite
Discovered 2 weeks ago
Peppermint
Free
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Key Skills for This Role
Peppermint
Full Job Posting
Key Responsibilities
- Open files, assist in the preparation of initial client engagement documentation.
- Review client ID documents to ensure compliance with Money Laundering obligations and internal policies.
- Ensure all post, email correspondence and attachments are entered on to Peppermint and Matter Summary Sheets are updated accordingly.
- Draft straightforward legal documents and correspondence 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 or meetings with third parties where appropriate and taking comprehensive notes.
- Ensure all photocopying and scanning is accurate; take responsibility for checking photocopying/scanning done by Office Assistant.
- Attend to clients and third parties 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.
Benefits
- 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
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