Billing Paralegal - Court of Protection

Your Role

As a Billing Paralegal you will be:

Assisting with the preparation of Annual OPG reports for all our Professional Deputyship matters. This involves exporting the bank statements from the Lloyds online bank system and entering these transactions into a template excel spreadsheet. Also reviewing the 3e client account to check for transactions passing through that account. Also assisting with the preparation of Lay Deputy reports for external deputies.

Reconciling the transactions passing through the accounts during the reporting period. This involves categorising the credits/debits into the relevant categories provided by the OPG, using the payments app to obtain further information regarding payments made and adding the descriptions to the excel spreadsheet.
Summarising the above information in a pivot table and then copying the data over into the OPG website.
Summarising the current costs information on the OPG site and providing costs information to the Fee Earner to assist them in the preparation of their costs estimate for the upcoming year.
Liaising with the OPG to resolve queries following the submission of the annual OPG reports.
Assisting in all aspects of housekeeping
Assisting the team in hitting financial targets

Preparing documents and files for billing bundles to forward onto the Court

About You
Working knowledge of Excel
A friendly, enthusiastic, and can-do approach
Be a role model and demonstrate our values consistently
Ideally Paralegal experience however this is not essential.

If this sounds like you, we’d love to receive your application

Our Benefits - What We Can Offer You
25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
Generous and flexible pension schemes.
Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. 

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.