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Legal PA Private Client Inverness

Page Personnel Finance
Posted 12 days ago, valid for 14 days
Location

Inverness, Highland IV2 6TR, Scotland

Salary

£20,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is seeking a Legal PA with strong organisational skills and the ability to manage multiple tasks effectively. The role involves diary management, handling client queries, and proactive email management, as well as assisting with billing and case management. Candidates should have experience with Microsoft applications, and familiarity with document management systems is preferred. The position offers a competitive salary, though the specific amount is not detailed, and prior experience in a similar role is required. This role provides an opportunity to work in a leading firm within the legal field.

Our client is looking for a Legal PA

Client Details

A leader in their field

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.

Profile

  • Excellent organisational skills
  • Ability to multi task and prioritise
  • Proficient in the use of Microsoft applications:
  • Word - track changes/mail merge
  • Outlook - diary management, contacts, tasks
  • Excel
  • PowerPoint
  • Willingness to enhance IT literacy through training
  • Experience of Adarent (preferred but not essential)
  • Experience of DMS (preferred but not essential)
  • Experience of BigHand (preferred but not essential)
  • Accurate and competent in document production including formatting and presentation

Job Offer

A competitive salary and excellent benefits

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.