Paralegal

York, Yorkshire
Reed

Administration of Affairs Paralegal

• Location: York City Centre
• Job Type: Full-time
• Annual salary: Competitive in line with market rate
• Working Hours: Monday to Friday 9-5.30pm

We are seeking a capable, organised, and compassionate Administration of Affairs Paralegal to join our Client’s Private Client Team. This role is ideal for someone with a keen attention to detail, excellent communication skills, and a genuine interest in supporting vulnerable clients and their families.

Day-to-day of the role:

• Assist the Directors with the day-to-day administration and management of clients’ financial affairs.
• Process payments for care fees, household bills, utilities, and other liabilities.
• Monitor client bank accounts, reconcile transactions, and maintain accurate financial records and schedules.
• Liaise with clients, family members, care providers, financial institutions, estate agents, and other third parties.
• Support the preparation of documentation connected with tax returns, care funding assessments, benefit applications, and related financial administration.
• Assist with the sale and purchase of properties, including liaising with estate agents and other professionals on behalf of the Directors.
• Attend client meetings where appropriate, preparing attendance notes or follow-up correspondence.
• Assist with onboarding new administration of affairs clients.
• Maintain accurate client files, diarise key dates, and ensure compliance with internal procedures.
• Respond to queries from clients, family members, care providers, and professional contacts in a sensitive and professional manner.
• Ensure all file management, record keeping, and client communications are maintained to a high professional standard.

Required Skills & Qualifications:

• Previous experience as a paralegal, legal assistant, legal secretary, or administrator, ideally within Private Client or a related area.
• Excellent written and verbal communication skills.
• A sensitive, professional, and confidential approach when dealing with clients and families.
• Strong organisational skills and attention to detail.
• Confidence handling financial information and maintaining accurate records.
• Ability to manage competing priorities and work effectively as part of a team.
• Proactive, practical, and client-focused approach.
• Confidence using technology and a willingness to work with new systems and AI tools where appropriate.
• High standards of client care, with empathy and understanding for clients who may be experiencing difficult circumstances.

Benefits:

• Competitive salary
• Realistic targets
• Wellbeing support
• Vibrant social scene
• Comprehensive benefits package including pension, life cover, enhanced maternity and paternity pay, health cash plan, staff discounts, competitive holidays (plus a day off for your birthday!), and a cycle to work scheme