Job Description
• Initiates and ensures all month-end bills are processed on time
• Contributes to fee earners' financial performance by proactively working with fee earners to manage their matter balances, including generating financial reports, management of matter balances and working capital, driving WIP process
• Supports fee earners' business development activity, including recording CRM activity
• Assists with bid / tender submissions - including liaising with various stakeholders (internal and external)
• Ensures all file management processes are undertaken in a timely manner
• Undertakes all matter management processes
Conflict check and Client Due Diligence processes
Accurately completing the end to end Client Matter Inception (CMI) process
Drafting of engagement letters and matter specification
Identifying matters for closure, clearing client balances / WIP and archiving completed files
• Comprehensive inbox and diary management
Forward planning
Identifying and recommending cost efficient travel options
Ensuring wider meeting requirements are identified and actioned
• Delegate appropriate tasks to Document Production including pitch and tender documents, conversion and amendment of legal documents and transcripts
• General office admin duties including; reprographics, mail co-ordination, meeting and greeting visitors, IT support, organising office internal/external events other running expenses
• Successfully completes, on time, all compulsory firm training and returns all complaints and claims questionnaires
• 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
• Adheres to firmwide and Group Best Practice protocols
• Ensures all statutory compliances are met in relation to employee visas and firm licenses
• Provides cover for the other office PA as and when required
