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Permanent

Legal Clerk / Legal PA

Chester
money-bag 27500.00-27500.00 Annual
Posted 5 days ago

Job Title: Legal Clerk / Legal PALocation: Chester City CentreSalary: 27,500 per annum plus (FTE)Job Type: Permanent, Part Time, 30 Hours Per Week, 4 or 5 Days per week (Shorter Working Day over 5 Days)About us:Storrar Cowdry Solicitors are an established legal practice situated in a Chester City centre office since 1983. We offer a full range of legal services to individuals and businesses.About the role:In this position, you will not just be pushing paper, but dealing directly with clients in the management of the finances for vulnerable clients and their families. This will mean liaising with our Accounts Department and the Senior Solicitor, and working alongside a very experienced part time P.A. who will provide you with any training you will require for the role. You will be speaking with accountants and preparing Reports as they will deal with all tax issues. Key ResponsibilitiesFinancial oversight: Co ordinating with accountants for tax returns and assisting in the preparation of annual trust accounts. Reconciling bank accounts with the Accounts Team on a monthly basis. Monitoring bank balances and requesting funds from brokers when required for the client.Client Liaison: Acting as a primary point of contact for the client, beneficiaries and financial advisor. Arranging any additional support for those with carers at home or in a care home e.g.: property repairs required, monthly payments, house insuranceOther Matters:Arranging annual review meetings for Trustees, ..... full job details .....

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