Legal PA - Real Estate

To provide high quality, proactive and experienced PA support to a team of partners and fee earners.,

• Work collaboratively with all Finance teams to proactively support fee earners' financial performance including client billing and reports, management of matter balances and working capital


• Work closely with Business Development to support fee earners on organisation and attendance of events and conferences; CRM administration; production of and updating fee earner CV's; using the Business Development hub and credentials database; assisting with bids, tenders and pilots


• Where your allocated fee earner is a Client Relationship Partner (CRP) for a Client Universe Client, assist the Business Development team with organising and attending core team and relationship meetings; organisation and attendance of events; assist with compiling regular client reports as required


• Undertake all matter management processes, applying correct rates at opening, prompt preparation of engagement letters, matter specifications and liaising with the Business Acceptance Unit as required


• Conflict check and Client Due Diligence processes, accurately completing the end to end Client Matter Inception (CMI) process whilst adhering to Firmwide best practice protocols


• Ensure all file management processes are undertaken correctly by identifying matters for closure, bills are paid, clearing client balance, WIP and archiving completed files


• Comprehensive diary management including forward planning, proactive travel and meeting arrangements, identifying meeting clashes and resolving independently where appropriate


• Identifying and recommending cost efficient options for complex travel arrangements


• Ensure all meeting requirements are identified and actioned, including proactive preparation of meeting packs, itineraries, room and hospitality resource


• Utilise the Cube on all administrative tasks, taking ownership to ensure tasks are completed and delivered to fee earners in a timely and accurate way


• Delegate appropriate tasks to Document Production including pitch and tender documents, conversion and amendment of legal documents and transcripts


• Demonstrate technical competency in order to support fee earners, identify and address knowledge gaps to fulfil all elements of the role


• Adheres to the firm's risk and compliance policies and procedures and raises any issues or queries promptly with the relevant Partner and / or Risk and Compliance


• Successfully completes, on time, all compulsory firm training and returns all complaints and claims questionnaires
  
  Excellent verbal and written communication skills, with appropriate and effective use of grammar and punctuation


• Three years' experience (or equivalent) gained within a comparable environment and at an appropriate level


• Willingness to work flexibly to meet client needs


• High degree of competence in the use of Microsoft Office suite


• Proven experience of exceptional client service


• Detail focussed and experience of working in a fast paced office environment


• Ability to work effectively and collaboratively as a member of a team, as well as being able to work independently


• Commitment to exceeding expectations and goals
  
  Wealth & Protection

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