Private Client Associate

PURPOSE: To provide expert legal advice relating to Wills, Powers of Attorney, Trust, Tax Probate and Estate Administration, managing a diverse caseload while delivering exceptional client service and building long-term relationships within a collaborative and supportive team environment.

KEY RESPONSIBILITIES: Managing and supervising one Fee Earner and one Legal Assistant. Building and maintaining strong client relationships through excellent service. Attending clients at their homes or other agreed locations as required. Handling and managing a varied caseload for a variety of individual clients efficiently and effectively while remaining flexible to changing demands. Drafting wills and Powers of Attorney. Taking responsibility for all standard legal areas, including trust, probate, and tax advice work. Progressing client matters in a timely manner, ensuring service level agreements are met using the case management system. Delivering a profitable contribution to the department through personal fee-earning work and achieving individual time and billing targets. Demonstrating a compassionate and sensitive approach, particularly when working with elderly or incapacitated clients. Collaborating with colleagues across practice areas to provide comprehensive legal advice. Conducting research as necessary to provide accurate and informed advice. Keeping up to date with relevant legislative changes. Ensuring client matters are progressed efficiently and that files are maintained to a high standard.