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Legal PA (Aberdeen or Inverness) Private Client

Page Personnel
Posted 14 hours ago, valid for 11 days
Location

Inverness, Highland IV1 1HY, Scotland

Salary

£28,800 - £32,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The position of Legal PA in the Secretarial & Business Support department is crucial for the Professional Services industry, based in Aberdeen or Inverness.
  • Candidates should have experience working within a busy Personal and Family team and be comfortable working under pressure with tight deadlines.
  • The role involves various responsibilities, including diary management, client query handling, and proactive email management.
  • The successful candidate is expected to present a professional image and be flexible with working hours, including potential lunchtime work.
  • The salary for this position is up to £32,000, and candidates should ideally have prior experience in a similar role.

This position of a Legal PA in our Secretarial & Business Support department is an essential role within our Professional Services industry, requiring a candidate to lead the team in our Aberdeen or Inverness locations.

Client Details

This company, a notable figure in the professional services industry, boasts a workforce of over 700 employees. They are recognised for delivering a diverse range of services that cater to various sectors. With offices located in key areas including Edinburgh, their reach is both national and international.

Description

  • Diary management - makes and amends appointments, arranges meeting rooms, tracks responses and organises refreshments if required.
  • Responsible for taking new client queries (including relevant details of the background to the query).
  • Anticipate requirements for meetings i.e. organise papers, produce itinerary, directions, backgrounds/profile information.
  • Proactive e-mail management - ensures documentation copied to client folder (as required), flags important emails and ensure dealt with, checking lawyer inbox when out of office/in meetings and actions important/urgent emails where appropriate
  • Scan mail save to the document management system ('DMS') in the relevant folder, organise and prepare necessary responses for lawyers and paralegals.
  • Prioritise and manage multiple projects and follow through on issues in a timely manner.
  • Responsible for maintaining practice area organisation during times of holidays/absences for lawyers and paralegals- checking for important mail/voicemail/emails and responding if necessary or passing to another lawyer or paralegal.
  • Responsible for ensuring all BigHand and non-BigHand work is complete within required timescales for lawyers and paralegals
  • Responsible for inputting data into case management system.
  • Maintain intimate knowledge of current affairs in office and able to deal with clients and third parties on a day-to-day basis via e-mail, phone or in person, ensuring that accurate messages are communicated and dealt with professionally and proactively.
  • Update contacts and distribution lists in Outlook.
  • Proficient in the preparation of Excel spreadsheets.
  • Responsible for drafting letters of engagement.
  • Organises expense claim forms and collate necessary receipts.
  • Pay invoices in compliance with office internal procedures. Follow up process with relevant practice area through to completion ensuring completing appropriate cash form as required.
  • Assist with billing, attend team/billing meetings, prepare bill and narratives for lawyers to sign off on and send to appropriate biller for finalising.
  • Organise transfer of time from lawyer's suspense account to relevant matter number.
  • Assist with case management.
  • Assist in collating trust bibles.
  • Assist in populating and updating internal systems and databases to enable information to be pulled from these databases when necessary.
  • Responsible for sharing appropriate documents within the team - ensuring that all presentations are listed on a central database and all templates are available to all members of /practice area
  • Undertaking some specialist duties e.g., finance, marketing/business development.
  • Complete mail merges when required.
  • Implementing standardised system in respect of saving documents saved to DMS.
  • File documents in appropriate location both electronically and in hard copy, and organises opening and closing of files and papers when necessary.
  • Sourcing travel and accommodation, organising all aspects of travel and anticipating important information and documents that fee earners may need whilst travelling, i.e., timetables, distances, etc.
  • Minute taking where appropriate.
  • If required type and amend all client correspondence and legal documents (often confidential) to a high standard in compliance with Brodies preferred document styling.

Profile

  • Should have knowledge and experience of working within a busy Personal and Family team
  • This position is demanding so the successful candidate should be used to working under pressure, often with tight deadlines
  • Excellent communication skills and confident in dealing with people at all levels
  • A strong team player - willing to go beyond regular duties and help out where needed
  • Presents a professional image to clients and other external organisations at all times
  • Seeks out opportunities to provide a more efficient and proactive service to lawyers and paralegals
  • The successful candidate will be required to be flexible regarding working hours as from time to time it will be necessary to complete work during lunchtime or work on a different timetable - 8:00-16:00 or 10:00-18:00
  • Working practices and executive assistant allocations within the practice group will change from time to time and the successful candidate should have an open and flexible attitude to change and a willingness to train within other legal practice areas (CPD)
  • Organises and prioritises time effectively
  • Uses initiative and able to work independently
  • Self-motivated
  • Commercial and profit focussed

Job Offer

  • Up to 32,000 with excellent benefits

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