Overview
Our client is seeking an Assistant Solicitor – Private Client – to join their growing team. The role involves handling Probate, Intestacy, LPA’s, EPA registrations, Deputyships, Trusts, Wills, and Tax Planning.
The Role
1. Assist the Head of Department in all aspects of Private Client work.
2. Maximize profitability and increase billing for yourself and the department.
3. Develop a positive attitude towards the firm’s business and contribute to its success.
4. Ensure confidentiality and security of all practice and client documentation and information.
5. Keep clients regularly updated on their cases.
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 effectively and resolve client complaints promptly and professionally.
10. Maintain clear communication with colleagues at all times.
11. Support and develop support staff, fostering team spirit for firm growth.
12. Ensure all equipment and machinery are maintained safely and faults are reported immediately.
13. Ensure high-quality work from support staff, aiming for first-time accuracy.
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. Promote the firm’s legal services to existing clients.
18. Maintain good relationships with external institutions while adhering to professional conduct standards.
19. Record time accurately on client matters daily and submit timesheets on time.
20. Follow library use policies, ensuring books are returned promptly.
21. Comply with Law Society regulations and the firm's policies outlined in client care letters and terms of business.
22. Follow procedures in the Office Manual and procedural guides.
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