Legal PA – Private Client/Tax & Trusts

Location:Guildford
Salary:£27,000 - £32,000
Type:Permanent
Sector:Legal

 

Our client based in Guildford is looking for an excellent Legal PA to ensure operational excellence in supporting internal and external clients and to provide exceptional service levels to Partners, fee earners and their clients:

  • Attending to Partners, fee earner and client needs
  • Ensuring timely responses to enquiries and high standards for completion of work
  • Maintaining clear, informative and open two-way communication
  • A desire and ability to provide solutions
  • Ensuring Integrity and transparency at all times
  •  Providing help to Partners and fee earners help the clients

Key Tasks and Responsibilities

  • Project Co-ordination
  • Distribute and co-ordinate appropriate support for specific client projects
  • Set up processes for client matters through liaison with Partners, fee earners and client contacts
  • Support Partners, fee earners and the Business Development and Marketing teams with preparation of pitches, presentations and events and with other projects and tasks
  • Identify and act upon process improvements across the team to enhance both internal and external client services Client Relationship Management
  • Communicate with external clients both independently and upon instructions from Partners and fee earners
  • Arrange client meetings and ensure efficient responses to written and verbal client queries
  • Check to ensure clients terms of business in place as soon as file opened and to follow up with fee earners accordingly

 

Communication

  • Take internal and external telephone queries, responding as appropriate and ensure that all messages are passed on in a timely manner
  • Liaise with relevant Business Resource teams on behalf of Partners and fee earners
  • Liaise with the Client Service Lead over any planned absences, arranging cover as necessary and communicating this to the relevant Partners and fee earners

Administrative

  • Participate in distribution of work and monitor progress of work allocated to Legal PA’s to ensure tasks are completed in a timely manner
  • Monitor and track all tasks and prioritise accordingly
  • Diary management and coordination to ensure Partners and fee earners receive regular updates on meeting arrangements
  • Take responsibility for room booking and meeting coordination including confirmation of attendees, arranging relevant technology, refreshments and catering
  • Ensure travel bookings are completed and that relevant information is submitted and communicated in advance
  • Arrange for photocopying, scanning, printing and filing to be carried out by the team
  • Arrange for files to be opened, closed and maintained
  • Supervise Client Services Administrators record keeping and general filing tasks
  • Use effective systems to ensure that both short and long-term tasks are completed within required timescales

 

Other duties and responsibilities

  • Assisting other members of the team, both proactively and at the request of the Client Services Lead
  • Provide cover for the Client Document Executives as necessary (for example, during periods of heavy workload, holiday or sickness
  • periods)
  • Short dictations and basic amendments and document updates
  • Conflict searches, file opening and risk assessment forms
  • Drafting letters of engagement
  • Updating and maintaining integrity of information held in Outlook, Interaction and 3E
  • Minor document production amendments and assistance

 

In addition to this, they should have/be able to:

Accurate typing speed of at least 60 words per minute

 

 

 

 

Apply now





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