Outside Sales Associate
PuzzleHR
Job Level
Mid-LevelSenior
About the role
- Assist in the proactive handling of cases as directed by the Partners and Team, including liaising with clients, sending invoices, chasing debt, drafting documents, and processing received documents
- Create documents using case management systems to generate chargeable correspondence
- Assist in providing client-related management information, including collation, administration, and reporting
- Process correspondence and documents for the respective Partners and Team, liaising with other PAs, Administration Assistants, and Paralegals
- Coordinate schedules, arrange meetings and manage travel requests
- Assist with the monthly invoicing process, including raising invoices when requested
- Keep files and filing up to date (both hard and soft copies)
- Deal with correspondence efficiently and handle client enquiries in the absence of the Partners and Team
- Follow all Firm’s policies and procedures and ensure confidentiality is maintained at all times
Requirements
- Previous experience in a legal secretarial or administrative role
- A team player with a proactive approach and a willingness to learn
- Ability to work to set deadlines and service levels
- Confident and professional communication skills, both written and verbal
- Maintain a high level of attention to detail and accuracy
- Experience using a case management system, with a readiness to undergo further training
- Intermediate knowledge of Microsoft Office applications particularly Word, Excel, PowerPoint and Outlook
- A motivated, self-starter with the ability to work on own initiative and ability to manage and prioritise own workload
