- Proactively managing and maintaining diary planning and coordination for allocated fee earners, making appointments and co-ordinating internal and external client meetings, identifying and resolving potential challenges and clashes, ensuring arrangements are made for equipment, venue and resources and that fee earners have all necessary paperwork.
- Travel management, booking transport, hotels, client meetings and producing detailed itineraries.
- Coordinating business development and client liaison initiatives for fee earners, including updating database information and assisting with marketing initiatives and events (including occasional support at events e.g. registration desk).
- Proactively dealing with all aspects of claiming expenses, including InterAction entries.
- Liaising with the firm's clients in a confident and professional manner, building strong working relationships with clients and contacts.
- Dealing professionally and promptly with client (internal and external) telephone calls and communications, including calls diverted to the team.
- Creating, uploading and general maintenance of client sites and extranets.
- Monitoring fee earners' mailboxes when they are out of the office or attending a long meeting, responding to emails as necessary and prioritising correspondence to enable fee earners to focus on urgent matters.
- Using initiative to route emails to the appropriate individuals for swift response and action and responding to and filing emails in Filesite on behalf of partners and fee earners to reduce volume (where possible).
- Preparing bills, including resolving queries and dealing with outstanding fees, maintaining accurate billing/contact details, preparation of narratives and drafting first bills with covering correspondence for partner approval. Assisting fee earners by liaising with the billing team, and following up with debt recovery as requested.
- Proactively ensuring Carpe Diem is updated for all allocated fee earners, particularly for holiday or sickness absence. Informing the Legal PA Co-ordinator if a fee earner is working from home or absent due to holiday or sickness.
- Providing secretarial assistance to assigned fee-earners, which includes audio typing, copy typing, formatting documents, creating correspondence, pitches and presentations.
- Delegating complex and lengthy documents to the Document Production Team, ensuring requirements and timescales are clearly set out.
- Coordinating the opening of new client matters and assisting with Anti-Money Laundering processes, undertaking as much research as possible before passing over to the Partner for approval.
- Organising client documents (delegating scanning, formatting, photocopying and collating of information where necessary) for client meetings or hearings and carrying out research as required.
- Management and delegation of client filing and regular updating of client relationship management systems (Interaction), archiving historic files or closed matters.
Personal Effectiveness and Teamworking: - Working with a Legal PA Buddy or within the Legal PA team to provide assistance to lawyers in the group, prioritising own workload as required.
- Working closely within the team to provide general support to the group across rotas or core hours, including assisting during periods of high demand or helping other practice areas when required.
- Attending and participating in Legal PA team meetings.
- Proactively mentoring, coaching and assisting Junior Legal PAs and Team Admin Assistants to reach their full potential.
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- Enthusiastic, can-do, positive approach to tasks and situations, as well as requests for action outside normal scope of duties.
- Remaining calm and focussed under pressure, delegating and requesting assistance when necessary.
- Ability to take personal responsibility, ownership and behave responsibly.
- Friendly, co-operative and approachable and all times.
- A team player who works in a flexible manner to assist the group, collaborating with others in sharing work and knowledge.
- Listening carefully to instructions and questioning intelligently to ensure all the information required to undertake a task has been gained.
- Pro-active and flexible attitude for any other ad-hoc tasks.
- Ability to maintain tact and diplomacy, trust and confidentiality.
- Excellent client service.
- Using initiative to continually assess where the role can be developed.
- Willingness to broaden skills to meet evolving requirements.
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