Key responsibilities and challenges

Document production

• Undertake all document production tasks to the highest standards and to agreed deadlines using appropriate software and all available resources
• Type from manuscript, blacklining documents, using house style documents and non house style where required
• Proofread documents to ensure accuracy
• Prepare PowerPoint presentations and Excel spreadsheets
• Draft correspondence/emails
• Undertake photocopying, scanning, printing and faxing as required
• Assist other members of the group/division/firm as required to include the Marketing Team with pitch documents
• Ensure you are up to date on all programs and templates used

Meetings and travel management

• Diary management – arranging meetings and conference calls, liaising with clients, prioritising and rescheduling meetings as appropriate (must be able to anticipate principals’ needs in scheduling diary)
• Arrange conference calls, meetings, catering
• Co-ordinate all travel arrangements including taxis, accommodation, booking flights and expense forms as appropriate, keeping fee earners diaries up to date with the same
• Prepare and collate papers ahead of meetings
• Assist in the planning for key meetings

Client Relationship Management

• Collating and circulating agendas as appropriate
• Managing confidential data
• Deal with internal and client calls in a timely, confident, helpful manner and pass on accurate messages as required / action where necessary
• Deal with visitors in a confident and professional manner
• Keep client contact details, client book/CRM and lists up to date
• Support client events as required

Billing and Financial Hygiene

• Preparation of the Engagement Letter/Terms of Business/submission to Engage and following up where engagement terms are not in place
• Assist in preparation of bills and bill narratives
• Request draft bills and review for accuracy
• Take responsibility for the processing and accuracy of invoice changes
• Prepare e-mails and cover letters on behalf of matter manager for sending of invoices
• Adding disbursements to invoices via Readsoft application
• Sending invoices out to clients and keeping a record of the same
• Assist in monitoring the billing process for your principals as required
• Assist in opening new clients, as required
• Complete online matter opening for new matters
• Liaise with principals, conflicts, matter management and finance teams on matter administration
• Monitor work in progress and chase matter managers to bill, as required
• If a matter is monthly billing, ensure follow up process is followed appropriately
• Amend timelines using the DTA tool when necessary
• Run billing guides for fee earners when requested
• Providing weekly/monthly fee updates to clients on matters

Key responsibilities and challenges

Document production

• Undertake all document production tasks to the highest standards and to agreed deadlines using appropriate software and all available resources
• Type from manuscript, blacklining documents, using house style documents and non house style where required
• Proofread documents to ensure accuracy
• Prepare PowerPoint presentations and Excel spreadsheets
• Draft correspondence/emails
• Undertake photocopying, scanning, printing and faxing as required
• Assist other members of the group/division/firm as required to include the Marketing Team with pitch documents
• Ensure you are up to date on all programs and templates used

Meetings and travel management

• Diary management – arranging meetings and conference calls, liaising with clients, prioritising and rescheduling meetings as appropriate (must be able to anticipate principals’ needs in scheduling diary)
• Arrange conference calls, meetings, catering
• Co-ordinate all travel arrangements including taxis, accommodation, booking flights and expense forms as appropriate, keeping fee earners diaries up to date with the same
• Prepare and collate papers ahead of meetings
• Assist in the planning for key meetings

Client Relationship Management

• Collating and circulating agendas as appropriate
• Managing confidential data
• Deal with internal and client calls in a timely, confident, helpful manner and pass on accurate messages as required / action where necessary
• Deal with visitors in a confident and professional manner
• Keep client contact details, client book/CRM and lists up to date
• Support client events as required

Billing and Financial Hygiene

• Preparation of the Engagement Letter/Terms of Business/submission to Engage and following up where engagement terms are not in place
• Assist in preparation of bills and bill narratives
• Request draft bills and review for accuracy
• Take responsibility for the processing and accuracy of invoice changes
• Prepare e-mails and cover letters on behalf of matter manager for sending of invoices
• Adding disbursements to invoices via Readsoft application
• Sending invoices out to clients and keeping a record of the same
• Assist in monitoring the billing process for your principals as required
• Assist in opening new clients, as required
• Complete online matter opening for new matters
• Liaise with principals, conflicts, matter management and finance teams on matter administration
• Monitor work in progress and chase matter managers to bill, as required
• If a matter is monthly billing, ensure follow up process is followed appropriately
• Amend timelines using the DTA tool when necessary
• Run billing guides for fee earners when requested
• Providing weekly/monthly fee updates to clients on matters