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Personal Assistant
6 months ago
What we will offer:
This role is for a proactive and highly competent Personal Assistant (PA) who will operate successfully in a pressurised and fast-paced environment. The ability to collaborate with fee earners (FEs) and clients, provide professional and client-focused support, and build effective relationships, are key to the success of this role.
Responsibilities will include undertaking complex tasks and projects, providing transactional support, and playing a critical role in managing all routine and daily administrative tasks. A flexible and adaptable attitude is essential - as is the ability to take ownership, drive processes and support change within the business.
Main Responsibilities:
**Administrative**
- Proactively manage, control and fully understand fee earner diary using discretion and business knowledge to prioritise commitments. This will include extensive arrangements of appointments, conferences and meetings across different time zones and offices, using different processes and IT infrastructure (video-conferencing, tele
- conferencing, client office software etc.).
- Develop and maintain a robust file management system for all electronic and hard copy correspondence, and documents, ensuring adherence to naming conventions policy.
- Liaising regularly with fee earners to identify work commitments, prioritising workloads accordingly.
- Prepare for all meetings, including preparation of all pre-reading documentation (if appropriate), follow up and coordinate all meeting actions, ensure they are properly recorded and dealt with, including any necessary follow-up communications.
- Extensive travel arrangements including liaison with travel company, arranging visas, booking travel and accommodation, arranging currency, preparing itineraries, as well as ensuring compliance with the firm's Travel Policy at all times.
- Coordinate and assist with global visitors.
- Arrange photocopying, printing, scanning, organising post and couriers, etc.
- Ensuring partner PDPRs are up to date
**Client relationship management**
- Build strong and effective relationships with, and develop and maintain a comprehensive knowledge of, internal and external clients and their teams.
- Support lawyers in marketing activities including research and obtaining client information and data, as well as involvement in preparation of pitches and presentations.
- Support the internal business development team by undertaking an event secretary role, managing the e-alert process, assisting with legal directory administration and delegating tasks appropriately.
- Proactively maintain and update the client relationship management system, ensuring any follow-ups are actioned.
- Attend and contribute to team meetings as required, detail and progress action points as appropriate.
**Financial**
- Ensure all new client/matter onboarding processes are completed accurately, following up as appropriate and adhering to risk and compliance requirements at all times.
- Coordinate and action the production of accurate compliance documents (including drafting engagement letters, critical information and collection proforma, etc.)
- Attend and actively participate in WIP and credit control meetings, undertaking and driving actions as agreed.
- Produce and review WIP reports, identifying matters for billing, write-offs, debtors and client credits.
- Using Aderant to assist fee earners with financial queries, producing reports if required.
- Ensuring disbursements and all client payments are processed accurately, having completed all relevant pre-checks.
- Undertake client audits and prepare draft documentation.
- Ensure expenses, receipts and contact reports are completed, uploaded and filed appropriately.
**Communication**
- Act as gatekeeper for fee earners, taking appropriate messages and ensuring they are passed on/followed up appropriately.
- Draft high quality correspondence, engagement letters, documents, agendas, presentations and spreadsheets or other (non-legal) correspondence on behalf of fee earners, actioning responses if appropriate. Document and File Management
- Proactively delegating document production and dictation transcription to appropriate resource, providing appropriate timeframes for work and checking returned work if required.
- Actively filing documents appropriately within iManage, ensuring compliance with the Stephenson Harwood naming conventions policy.
- Following the Records Management policy and procedure, undertaking regular records management of files and papers for fee earners, ensuring all documents are recorded electronically and recording original documents in the Records Management system prior to off-site storage.
- Undertake regular file reviews, closing finished matters when appropriate.
**Additional Responsibilities**
- Engaging with your FEs more extensively by proactively supporting them to be more efficient and effective in their jobs, identifying areas of responsibility and tasks for which t