Overview
Our client is seeking an Assistant Solicitor specializing in Private Client to join their expanding team. Key responsibilities include handling Probate, Intestacy, LPA’s, EPA registrations, Deputyships, Trusts, Wills, and Tax Planning.
The Role
1. Assist the Head of Department with all aspects of Private Client work as outlined above.
2. Maximize profitability and billing, both personally and for the department.
3. Contribute positively to the firm’s success and develop a proactive attitude towards the business.
4. Maintain confidentiality and security of all practice and client documentation.
5. Keep clients regularly informed about their cases’ progress.
6. Greet clients professionally and ensure they are accompanied on premises.
7. Issue the Client Care document at appropriate times.
8. Maintain ongoing contact with clients, even during periods of inactivity, to keep them informed.
9. Handle routine and complex inquiries from clients and callers efficiently, and address complaints professionally and promptly.
10. Ensure clear communication within the team.
11. Support and develop support staff, fostering teamwork and skills enhancement.
12. Ensure all equipment and stock are maintained safely and report faults immediately.
13. Ensure high standards of work from support staff and quality assurance.
14. Understand client account obligations and ensure billing complies with Solicitors Accounts Rules.
15. Complete client and matter input documents according to procedures.
16. Keep files neat and review them as per supervision requirements.
17. Proactively inform existing clients about other legal services offered by the firm.
18. Maintain good relationships with external institutions while adhering to professional conduct standards.
19. Record time accurately and submit timesheets punctually.
20. Follow library and procedural policies, including Law Society regulations and firm policies.
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