Court of Protection Paralegal – (COP007)

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Court of Protection Paralegal – (COP007)

Added 2 months ago

JOB DESCRIPTION – JUNIOR PARALEGAL (COP)

Responsible to:           SIU Head of Department/SCY – Court of Protection

Location:                     COP part of SIU Dept, Dukes House, 34 Hoghton Street, Southport

REQUIRED SKILLS AND EXPERIENCE

  • Good client care skills – i.e. the ability to speak to clients (when required) in a professional and courteous manner
  • The ability to interact with colleagues and express opinions in a professional and courteous way
  • Good time management – i.e. the ability to complete given tasks within an acceptable timescale and to work within any given deadlines
  • The ability to work to a task list
  • Good IT skills, preferably a working knowledge of Proclaim or other similar case management system, Excel knowledge
  • Attention to detail and the ability to prepare clear and concise file notes and memos
  • The ability to apply initiative and forward thinking
  • Preferably some legal knowledge
  • Compliance with office manual procedures

 

ROLE

The role is office based and it is to assist the COP Team with an essential part of case management of COP Deputyship and Trusteeship files, primarily they will be the answering of phone calls and taking of messages, assisting the post room with the referencing of COP post, chasing the Court of Protection for orders, general chasing of responses from third parties, paying client’s bills and noting the same in the expenditure spread sheets, reviewing medical records and benefits records, keeping of account information, updating of computer records and the paper files required by the SCCO and COP.   However, from time to time there will be occasions when other duties become necessary in order to assist the Team.

 

MAIN RESPONSIBILITIES

Under the overall supervision of the Head of Department:-

  1. Arranging for the payment of Client’s bills and expenses. Updating paper and computer accounts to reflect the payment of the bills/expenses.  Keep paperwork filed correctly and tidily in a timely manner to reflect payment of expenses.  The ability to accurately transcribe numbers is essential.
  2. Chasing relevant organisations and clients or individuals concerned with clients in relation to the payment of bills or for information required for the completion of COP or other forms
  3. Ensuring chase-ups are diarised using Task List and actioned when due and to report any persistent delays to a team supervisor
  4. To ensure relevant records are kept separate from each other, whether by utilising Lever Arch files or, if “paperless”, by ensuring they are placed in Proclaim as a separate document in the appropriate folder on the G drive
  5. Every new reporting year a new lever arch file and Proclaim file will need to be opened for every client and relevant information brought over to the new files
  6. To provide a summary by way of a file note or memo, containing views and thoughts on any issues arising from the client’s records worthy of consideration, such as:-Importantly, to (i) provide a bullet point action list of matters requiring specific attention, ensuring any such issues are either paraphrased or easily located with the bundle of any records (e.g reference to page number) and (ii) the steps that need to be taken
  7. Attending one-on-one meetings with COP fee earners to discuss particular cases and to assist in preparation of letters/forms as a result of these meetings
  8. To attend team meetings and training sessions

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