This is a largely process-driven role which would suit a focused individual who is happy to work autonomously but also as part of a small team where often taking on additional administrative tasks is required.
International Reseal and Probate:
* Applications for Reseals/full Grant applications in UK and other legal jurisdictions i.e. Isle of Man/Jersey/Guernsey/Republic of Ireland
* Administration of Estates
* Liaising with financial institutions in order to register death/transfer/sell
* Applications for IRS clearance in USA
* Registration of death/transfer/sale of North American Securities
* Compiling CDD documents for money laundering purposes and completing risk assessments
* Good interpersonal skills, numeracy and ability to build good rapport with existing clients
General Office Duties:
* Assist with anti-money laundering compliance for new clients, gathering ID, completing ID checks, conflict checks and assessing client risk level.
* Generate and update client bibles where required.
* Assist with the process of scanning and sending postings.
* Assist with Trust Administration work supporting Paralegals.
* Office filing.
* Greeting visitors.
Ideally, the successful candidate will come from a legal background with good experience within a similar role or have a legal degree and be looking to gain office experience. This role is office-based due to the nature of the tasks required. STEP qualification would be advantageous, and there will be opportunities for supporting a desire to become STEP qualified in the future for the right candidate.
The above is not an exhaustive list of duties, and you will be expected to perform different tasks as necessitated by your changing role within the organization and the overall business objectives.
Closing date: 31st March 2025.
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