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Job Details: Associate IPCT

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Associate IPCT
International Private Client & Trusts

Role profile

Role Title:              Associate

Department:         International Private Client and Trusts

Reports to:            Partner

Overall Role Purpose:

Support and participate generally in the successful growth of the firm's International Private Client and Trusts (IPCT) team. Provide legal advice on a wide range of matters to clients (both institutional and private). 

Principal Accountabilities:
  • Provide Professional/Technical Advice
  • Business Development
  • Training, Supervision and Development

General Duties:

 Professional/Technical Advice
  • Advise clients competently and confidently on the technical aspects of a wide range of private client matters.
  • Provide high level advice to existing and new clients in all aspects of legal private client work in particular in relation to:
  • The use and creation and administration of trusts
  • Drafting trust instruments and supplemental documents
  • Be assertive and creative when developing or finding solutions to problems and methods of working. Add value through innovative ideas and approaches;
  • Guide clients on strategy relating to the particular matter they are advising on, meeting client needs or reacting quickly to changing requirements.  Recognise the implication of changes in transactions and draft amendments to documents accurately;
  • Prepare case analyses and supporting documentation with cost estimates.  Confidently discuss fees with clients. Be confident in discussions with matter partner about appropriate cost budgets and billing;
  • Effectively monitor WIP and amounts billed against cost estimates and agreed budgets and billing arrangements;
  • Contribute to the development of Know How and precedents when drafting documents.
Business Development
  • Build and maintains relationships with clients, to help retain and attract more clients and work to the business.  Actively contribute to the development of clients and contacts for the whole Firm;
  • Act as a main point of contact with clients and take a proactive role in developing relationships with key clients.  Work with others to ensure a cross-departmental approach is taken to client management.  Recognise and exploit cross-selling opportunities;
  • Encourage others in the team to look for ways to increase income for the Firm;
  • Have a good understanding of activities and services of competitors and have mechanisms in place to keep up to date;
  • Clearly understand the Firm's strategy and look for ways that the department can work with other groups to further develop opportunities.  Participate effectively as a member of the team involved in winning business;
  • Play an active role in the Firm's CSR initiatives and encourage those within the team to get involved;
  • Actively promote the Firm's public profile.

Training, Supervision and Development
  • Support partners in the management and training of trainees;
  • Demonstrate effective supervision and guidance to trainees to develop the skills of the team.  Delegate and manage the work of trainees and monitor the progression of work, providing appropriate guidance when required;
  • Help create a participative and productive work environment;
  • Respect and encourage the contribution of support staff.  Encourage and support others to make the best of their abilities.  Motivate colleagues through recognition, praise and mentoring;
  • Constantly look for ways to develop own skills and knowledge.

Professional Qualifications/ Education Level:

  • Qualified as a Jersey Advocate or Solicitor
  • 1-3 years' Jersey qualified PQE.

  • Member of STEP

Skills & Experience:

  • Offshore trusts and foundations experience
  • Wills and Probate experience
  • Excellent organisational skills
  • Excellent time management skills
  • Excellent attention to detail
  • Excellent drafting skills
  • Good communicator at all levels, with strong interpersonal skills
  • Client and service focussed with excellent client facing skills
  • Sound legal technical skills
  • Commercially focussed and business aware


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