Professional Documents
Culture Documents
Job Requirements
A. Summary of Position
Researches and identifies target client sectors for financial product services. Develops and
implements a sales process to include initial contact, follow up, presentation and closing
procedures. Maintains records of contacts and sales status including contact reports, sales
projections and quota ratios.
B. Job Duties
1) Research and Create targeted new client lists within Orange County California
territory
6) Closes sales
D. Reporting Structure
1) Reports to regional sales manager
Employee Requirements
D. Licenses/Certifications
Success Factors
A. Grow Sales
1) Recruit and train 2 junior sales associates with gross sales of $500K by 3nd quarter
Comments____________________________________________
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HR Representative___________________________________
Department Manager__________________________________
Date Completed______________________________________
Legal Consultants are generally attorneys who work independently for a number of companies
offering them legal advice and identifying, preventing and solving legal issues. Legal consultants
usually specialize in a single area of expertise like property, tax, real estate, contracts, trusts,
funds etc.
Their primary goal is to avoid legal complications for a business and the projects undertaken by
it.
Legal Consultants are responsible for safeguarding the organization from legal
complications that could arise or has cropped-up because of a particular business activity.
Legal Consultants specialize in particular legal areas like tax, property issues both
intellectual and physical, real estate, securities etc.
Legal Consultants generally do not have the same responsibilities as other employees in
the organization. They are usually left to themselves to oversee legal proceedings and provide
sound advice on legal issues.
The duties of a Legal Consultant are usually planning, researching, analyzing, problem
solving and reporting on various legal matters of great importance for the smooth functioning of
the organization.
Legal Consultants require time to analyze the problem being faced by the company to
make provisions to eliminate the problem and make sure it never comes up again.
Legal Officer Job Responsibilities include providing legal advice to his clients after going
through their cases. Legal Officers may be employed at a law firm, corporate offices or might
even be self employed working for different clients. It is essential to acquire a degree in law in
order to get into this position.
Legal Officer is required to give legal advice to his clients after studying their cases.
Legal Officer needs to conduct meeting with the clients in order to understand the details of
their case.
Legal Officer is required to stay updated with the information related to the laws and legal
processes.
Legal Officer working for a company is required to explain the legal issues that may arise due to
certain reasons.
Legal Officer is required to advise the companys management on the ways to avoid legal issues
from arising.
Legal Officer needs to give advice on any litigation that may impact the trust.
Legal Officer is required to offer legal interpretation service to the companys management on
different factors on the present laws and regulatory needs.
Legal Officer needs to consult various sources and prepare the policy papers.
Legal Officer is required to review the legal matters of the company and work upon managing
them efficiently.
Legal Officer is required to help his clients in preparing legal documents related to their case.
Legal Officer may be required to deal with lawyers and other law personnel to discuss about the
case.
Legal Officer is required to prepare various legal reports on the cases handled.
Legal Assistant Job responsibilities include maintaining various documents and other papers
related to legal matters. He is required to assist the legal experts such as lawyers and other law
professionals in performing their duties by handling various clerical tasks. One must have
knowledge about the legal terminology, processes and procedures in order to get into this
position.
Legal Assistant is required to gather information related to various cases and prepare documents
based on it.
Legal Assistant needs to prepare documents such as wills, contracts, appeals, affidavits, etc.
Legal Assistant needs to seek help from the court clerk in the preparation of the legal
documents.
Legal Assistant is required to examine the data collected from different sources and decide the
matter to be included in the legal documents.
Legal Assistant needs to consult newspapers, books, magazines, internet in order to gather
information related to the cases.
Legal Assistant needs to investigate the cases before reaching to any conclusion.
Legal Assistant is required to assist the lawyer and other legal bodies in investigating legal cases.
Legal Assistant needs to meet the witnesses and gather information related to the case with
them.
Legal Assistant needs to speak to the victims to learn more about the case.
Legal Assistant is required to assist the lawyers in handling the cases from the beginning till the
end.
Legal Assistant is required to do some amount of field work in order to investigate about the
case.
Legal Assistant needs to keep the documents and reports in an orderly manner.
Lawyers are assigned a number of job responsibilities including meeting the clients, studying the
cases, preparing legal notes, attending court hearings, addressing court hearings, meeting the
witnesses, recording their statements, etc. One must attain a degree in law in order to become a
lawyer. Most clients look for lawyers who have a prior work experience in handling legal cases.
Some of the responsibilities assigned to the lawyers are as follows:
Study the case: Lawyers are expected to meet the clients personally and understand various
aspects of the case. They need to study the case thoroughly and prepare case material. They may
be required to meet the witnesses and get to know the case from their perspective and also refer
to legal books at the time of studying the case in order to understand it properly.
Represent the case: Lawyers are required to prepare the case study and need to collect all the
essential material for making the case strong. They need to understand the case properly and
represent it in front of the jury in the court. They need to argue in favor of their clients and
present evidences to support their arguments.
Prepare Legal documents: Lawyers may not just be involved in fighting cases at the court there
are a number of other responsibilities as well which these professionals need to handle. One such
responsibility that these professionals need to handle is preparing legal documents for their
clients. These professionals also need to help their clients understand the legal documents and
processes.
Adherence to Law: It is the responsibility of the lawyers to adhere to the legal norms and handle
all the cases based on these set norms. Lawyers are also required to provide information about
the legal policies and procedures to their clients and guide them to follow the same.