Court of Protection Assistant Executive (Grade D)

Morr & Co LLP is an established but modern top 200 law firm with plans for growth.

We pride ourselves on providing high quality and creative thinking, as well as generating enduring relationships. The firm’s culture of listening to and supporting others applies as much to the approach we take with our clients as it does to the connections we build with our colleagues.

We have a long history and big ambitions, and we believe that we combine the quality, capability, and resources of a large firm with the approachability of a smaller practice.

As a firm, we are also committed to harnessing technology in order to continually improve the quality, efficiency and delivery of our services.

Working within our successful Family team, this is a role that will see the successful candidate supporting Lawyers and Paralegals with all administration tasks.

Key Responsibilities

The primary purpose of this role is to support the team in managing the financial affairs of individuals who lack mental capacity.

• Be the day to day point of contact for protected persons.
• Under the supervision of the Matter Controller, seek to instruct our agents to maintain property, repair where needed and liaise regarding property contents or possessions.
• Under the supervision of the Matter Controller, ensure that bills are paid via online banking, checking client balances regularly to ensure bills are paid and that the client has funds available to do so; if not, advising deputy that funds need to be moved and carrying this out
• Check invoices against budgets and for compliance with terms and conditions, and ensure legal bills are settled swiftly
• Reviewing benefits received by clients, applying for benefits where necessary or referring to benefit review agency.
• Under supervision of the Matter Controller assist with referring clients for local authority financial assessment
• Ensuring we comply with professional deputy standards checklist on a regular/quarterly basis
• Identifying clients who need to submit a tax return, instructing an accountant to prepare this and obtaining the relevant documents required.
• Extensive client liaison – interaction with clients, meetings and appointment greetings.
• Answering and directing telephone and email enquiries
• Ensuring that the matter controller/deputy is kept up to date at all times
• Implementing any recommendations made by your supervisor following monthly file reviews ensuring that these are dealt with promptly
• To follow the firm’s procedures when recording time and managing the billing process.
• To meet the firm’s set targets for charging time to clients, achieving the annual fee target by maximising billing every month and thereby ensuring that work in progress is kept to a minimum

Key Skills

• Planning & Organising – must be able to plan and organise own workload.
• Problem Solving – ability to think clearly, logically and finding effective solutions to problems.
• Decision Making – ability to make clear, sound decisions based on criteria of job description and to communicate the same.

Person Specification

• Education/Knowledge/Experience
  • At least 1 year’s experience of working as a paralegal. Time spent studying relevant area of law would be desirable.
• Skills and Abilities
  • Ability to make well-informed, timely, and effective decisions.
  • Prioritising tasks, meeting deadlines, and efficiently managing multiple responsibilities.
  • Ensuring accuracy in documentation, reports, and operational processes.
  • A strong understanding of legal terminology and processes
  • Working effectively within diverse teams and building as well as maintaining professional relationships.
  • Enthusiastic and eager to support the team, ensuring reliability.
  • Capable of using initiative and demonstrating excellent teamwork skills.
  • Shows evidence of flexibility.
  • Demonstrates accountability and responsibility.
  • Active listening skills to understand and collect relevant information.
  • Contributing to a positive and cooperative working environment.

Equality, diversity and inclusion Morr & Co LLP are committed to promoting equal opportunities for all candidates irrespective of age, sex, ethnicity, gender identity or disability. We value difference and want everyone who works with us to feel that our firm is a place where our colleagues can be themselves and belong.

The firm is committed to providing an environment in which the rights and dignity of all its employees are respected, and which is free from discrimination, prejudice, intimidation and all forms of harassment including bullying.

If, as a result of a disability, you believe that there are aspects of the recruitment process or when working with us that you would find more difficult, please contact a member of HR Team as soon as possible. We will then be able to discuss with you any reasonable adjustments that could be made to the recruitment process or the job itself.

Any equality data provided by you will be used to monitor our diversity policies and practices.

If you are a British Sign Language (BSL) user, you can use SignLive to contact our team, find out more here.

“Efe was lovely to deal with, very knowledgeable and really helpful. She was always at the end of the phone and quick to answer emails. Highly recommend Morr & Co Solicitors for conveyancing. Thank you!”

Recent Client Feedback

“Huge thanks to you both and Reese as well. We are all in the house with all of our worldly possessions. Please accept our sincerest gratitude for all your support from start to finish. ”

“Thank you again for all of your help and guidance. I hope I don’t need you again, but if I do, you’ll be my first call!!”