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Our client is looking to hire two new Client Administrators to join their Client Administration team on a permanent basis at their medium sized law firm.
The primary focus of this role will be to take ownership of the day to day processing of compliance and billing administration of a variety of tasks on client matters. This experience is key for this role.
The Client Administration team assist with matters across all of the firm's legal departments. Official working hours are 8:30am - 6:30pm on a shift basis, working 7 hours a day (1 hour for lunch). However, the team generally work 9:30am - 5:30pm which currently works well. This role will be based at our South Quay office in addition to our offices in Baker Street. Legal sector experience is ideal, but we will also consider candidates with experience from other partnership/professional services environments (e.g. accountancy firms)
Some of the main responsibilities for this role include:
- Manage the Client Inception Module (CIM), liaising with Executive Assistants, Legal Secretaries and fee earners as necessary, by ensuring all activities and duties adhere to risk and compliance requirements, including:
- complete the CIM in Prescient including gathering initial documents according to the Compliance Team’s guidance documents and liaise with the Compliance Team and fee earning team to complete the process.
- Run conflict checks in Prescient, including:
- send a conflict check email to the designated distribution group when necessary and ensure that the results are reviewed by the matter Associate and save correspondence to the matter file.
- Support on case-related work, complete tasks for matters/files e.g. engagement letters and maintain client & matter data within the case and the practice management system
- Produce first draft engagement letters and liaise with the Executive Assistants, Legal Secretaries and fee earners as necessary to ensure the letter is completed and saved to the appropriate area
- Organise and maintain soft copy files relating to the areas of work you will be responsible for
- Be responsible for processing bills, including:
- run the narratives from the system and give to the Executive Assistant or Legal Secretary
- attend internal meetings with the Executive Assistant
- print WIP reports and billing guides for the team
- prepare and monitor the processing of bills
- submit credit notes, transfers and write offs
- close relevant files from the WIP list
- prepare file closure forms
- work closely with the accounts team, being part of any change programme as and when related billing processes change
- Liaise with relevant departments regarding billing, following up bills as necessary, KYC, file opening and payments.
The salary on offer is circa £30,000 plus a comprehensive benefits package and the opportunity to work in a firm that is well known for its strong and collaborative culture.
