My client, a leading global law firm, is looking for an experienced PA to join their team.
Key Duties
- Ensure all documents are up to date - Frameworks, ROIs, Terms of Engagement, SLAs and any other standard engagement documents
- Check that the information has also been updated to the client folder
- Apply client/matter exception rates as set out in the framework agreement/latest rate review letter via the exception rates tool and check that the same are reflected on the system
- Create a first draft of any new framework agreement/ROIs on behalf of fee earners as standard part of file opening task
- Run conflicts, collate KYC, submit to CCU via Intapp Intake
- Ensuring emails, correspondence, documents, etc. are filed to the appropriate client/matter folders
- Close matters when concluded by liaising with the Billing Assistant to ensure no outstanding WIP, no outstanding fees, and all funds returned to the client
- Preparing files for archiving.
- Produce PowerPoint, Excel spreadsheet and Word documents as requested
- Prepare and amend documents on behalf of fee earners
- Manage fee earners inbox whilst they are on holidays
- Recording business cards to InterAction on behalf of fee earners
- Review temporary time, obtain relevant client/matter number and close time each week
- Add time for fee earners' holidays onto Intapp Intake
- Client focussed with regular meetings with fee earners to discuss outstanding actions and priorities
- Photocopying, printing and scanning as and when required
- Providing comprehensive administrative support to fee earners; ensuring compliance with legal, firm wide and practice group specific policies and procedures
- Other ad hoc support as required
- Liaising with Billing administrator, as necessary
- Create matters on various client portals for billing purposes and then submit invoices on client specific portals.
- Receiving, checking and forwarding all third-party costs, providing the correct description and file matter numbers
- Liaise with billing assistants and credit controllers to ensure efficient service delivery to clients
- Update fee estimates on elite
- Support on rate review ensure rates are set at client level if in framework agreement and at matter level if different in ROI
- Close matters with zero balances on elite dealing with any client balances as part of the closure process
- Ensuring disbursement invoices have the correct/matter name on imanage
- Check the spreadsheet on Insite to see if any invoices are sitting with fee earners
- Check the unallocated monies spreadsheet to see if any sums are awaiting allocation for fee earners
Please note: Before applying, please ensure your skills and experience match the requirements outlined in the job description, including any location or right-to-work requirements where applicable. Due to the volume of applications we receive, we are only able to contact candidates whose experience closely matches the requirements of the role.
