Organisational Support
- Effective and proactive diary management
- Has an excellent knowledge of all systems/processes used within the Department
- Is professional and maintains effective communications with clients and Fee Earners, using an appropriate mix of communication styles
- Researches new clients/contacts and prepares bios before meetings, and conducts basic research (on-line or otherwise) for Fee Earners when required
- Arranges travel and any other activities on behalf of others, where appropriate
Client Relationship and Business Development
- Provides excellent service to clients, fee earners and colleagues, in a timely and professional manner, presenting a positive image of the Firm at all times
- Is aware of the differing needs of fee earners and is able to provide high quality PA support to any member of the department, tailoring their approach accordingly
- Recognises, respects and honours client confidentiality at all times
- Organises business development meetings and events for Fee Earners, and where they are held online offers technical support on the day
- Assists the BD team in the production of business development materials
- Understands and uses InterAction effectively to support fee earners BD efforts including recording all business development meetings in InterAction
Document Production
- Produces typed work accurately, a high speed and in accordance with the firm’s house style
- Makes effective use of the Document Management System
- Creates new documents from the Firm’s templates, using contact data from InterAction where appropriate
- Proof-reads all documents for spelling, grammar and sense, querying wording where appropriate
- Proactively uses initiative to compose correspondence on behalf of fee earners, requiring focused concentration and attention to detail
- Assists fee earners in the production of ebundles where required
- Thoroughly understands and uses the full suite of tools used in production of documents and the firm’s templates for these
- Prepares thorough and clear handovers following a period of cover
IT Skills/Systems
- Maintains a high level of proficiency in core IT applications including the Microsoft Office suite (Word, Excel, PowerPoint and Outlook)
- Makes suggestions for additional training, as required
- Is capable of troubleshooting IT issues for fee earners and liaising with IT where these cannot be resolved within the team
File Management
- Ensures that files within the case management system are kept in good order so that documents can be easily accessed
- Works in accordance with the department protocol in relation to e-filing
- Adopts a pro-active approach and works with Fee Earners effectively, to maintain regular file management, ensuring all files are closed and archived, as appropriate, and a risk assessment having been undertaken
- Keeps accurate records of all files sent to off-site storage via Records
Financial Risk Management
- Has an excellent knowledge and application of the Firm's procedures in billing, AML, Credit Control and debt management
- Liaises with clients to obtain AML documentation and obtains relevant documentation from clients in a timely manner, as required by Fee Earners
- Sets up conflict searches for review by fee earners, correctly identifying the appropriate classification for each entry
- Thoroughly understands what is required for client care letters and prepares first drafts of CCLs for fee earners
- Prepares bills (including bill narratives if required) and covering letter to client, as required by fee earners
- Liaises with credit control and alerting Fee Earners to unpaid bills, where required
- Deals with time-recording matters for Fee Earners as required (for example, to record holiday absence)
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