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Paralegal and Trust Administration Specialist

4 weeks ago

Thunder Bay, Ontario, Canada Heartland Coca-Cola Bottling Company, LLC Full time

Buckles Solicitors LLP is a dynamic and forward-thinking law firm committed to delivering exceptional client service and providing comprehensive legal solutions to businesses and individuals in the UK and internationally.

Our team of highly dedicated professionals across locations enables us to deliver effective and cost-efficient legal services from our offices in Cambridge, London, Nottingham, Peterborough, Stamford, Bristol, Swindon, Paris, and Milan.

As a Senior Private Client Professional, you will join our well-established Private Client team on a full-time permanent contract (37.5 hours per week) with flexibility across most offices.

This role offers 1 day of remote work and 4 days in an office, with potential for increase based on the candidate's confidence and experience levels.

You will provide supervised support to the Trusts team, while those considered for the Trust & Tax Executive role will manage their own trust caseload autonomously, identifying what is required to progress matters and possessing the knowledge, technical ability, and experience to do so with minimal input and direction from supervising colleagues.

As an integral part of the Trusts team, you will deliver on agreed cases, think about new opportunities, and support the overall profile of the Trusts team and the Private Client department.

Key Responsibilities:

  • Report to Private Client Partners.
  • Collaborate with the Trusts Manager in progressing the team's caseload, including routine trust administration work, drafting and updating trust accounts using Microsoft Excel, completing and submitting straightforward tax returns to HMRC, calculating, reporting, and paying Capital Gains Tax, maintaining and adhering to key dates calendars, registering and updating trusts using the Trust Registration Service, drafting routine trust deeds, making trust payments to beneficiaries and third parties, assisting with the investment of trust assets, liaising with Trustees to seek instructions, and preparing Trust minutes.
  • Delivery of individual targets (fees, time, business development, etc.) with minimal supervision.
  • Ensuring high levels of client satisfaction and building appropriate and lasting relationships with clients.
  • Adherence to agreed firm standards, quality procedures, and management systems, including the maintenance of neat and proper files on all matters to meet ISO standards, and compliance with financial procedures and accounts rules.
  • Undertake and deliver work in a commercially effective manner.
  • Cross-referral of work effectively to appropriate personnel.
  • Continually develop technical and non-technical skills to meet client and firm requirements and demonstrate continuous improvement in all areas of work.
  • Some travel as required and out of hours working for business development, meetings, and training purposes.

Qualifications:

  • The candidate will have trust administration experience in the legal sector and/or perhaps have experience in preparing accounts using capital, income, and reconciliation accounting in the finance sector.

Skills / Experience:

  • Business development skills and enthusiasm.
  • Strong numeracy and interpersonal skills.
  • Excellent verbal and written communication skills.
  • Trust/ Private Client knowledge.
  • Uses initiative, plans, and organises own time and workload to meet deadlines and prioritise work.
  • Working knowledge of case management systems and Microsoft Office applications.

Personal attributes:

  • Proactive and passionate about your career.
  • An empathetic individual who can deal with sensitive matters efficiently.
  • A friendly and helpful manner in dealing with trust queries from clients and within the firm.
  • A strong team player with a motivational hands-on approach.
  • A measured and rational approach to problem-solving.
  • Deals confidently and diplomatically with clients and other stakeholders.
  • Demonstrates integrity and congruence when dealing with people.
  • Delivering a quality service.
  • Achieving commercial outcomes.
  • Collaborating and partnering.
  • Changing and improving.

Reward and development:

Buckles recognises the success of every employee, working with you to ensure you have what you need to maximise your potential and develop your career.

Alongside a host of development, professionally and personally, we offer some fantastic benefits, which include:

  • 25 days annual leave + all UK Bank Holidays + an additional day for your birthday each year (or closest working day to your birthday).
  • Additional annual leave on Christmas Eve (1 full day) and New Year's Eve (half day PM) if these days fall on a normal working day.
  • Private healthcare options for you and your family – via Bupa.
  • Free healthcare cash back plans for you and your family.
  • Enhanced pension – 5% matched contribution by Buckles.
  • Ability to buy additional holiday – up to 5 days per year.
  • Group Life Assurance – 4 x your annual salary.

To apply:

Please submit a CV that demonstrates the skills and experience you have that is suitable for this role.

We are an equal opportunity and disability-inclusive employer and value diversity across the firm. We do not discriminate based on age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, sexual orientation, or parental or caring status.