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Responsibilities
Organisational Support
- Effective and proactive diary management, and awareness of Fee Earners' workloads to plan ahead, with minimal supervision
- Processes relevant applications, forms or searches, with minimal supervision
- Has a good knowledge of all systems/processes used within the Department
Client Relationship and Business Development
- Provides excellent service to clients, both internal and external, in a timely and professional manner, presenting a positive image of the Firm at all times
- Acts as a first point of contact for Fee Earners
- Provides assistance in the delivery of marketing communications, and records all business development meetings in InterAction
- Recognises, respects and honours client confidentiality at all times
Document Production
- Creates typed work of a high quality, formatting in accordance with house style, at high speed, with accuracy and following internal guidelines
- 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
IT Skills/Systems
- Maintains a high level of proficiency in core IT applications including the Microsoft Office suite (Word, Excel, PowerPoint and Outlook)
File Management
- Adopts a pro-active approach and works with Fee Earners effectively, to maintain regular file management, to ensure all files are up to date, closed and archived, as appropriate
- Keeps accurate records of all files sent to off-site storage via Records
Financial Risk Management
- Prepares bills, as required by Fee Earners
- Prepares AML documentation and obtains relevant documentation from clients in a timely manner, as required by Fee Earners
- Carries out conflict searches and correctly identifies the work type
