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About the role
Key responsibilities & impact- Liaise with Clients: dealing with ongoing matters, queries and correspondence.
- Provide fee earners with the support they need to perform the task of providing legal services to clients.
- Contribute to fee earners' financial performance by proactively working with them to manage their matters in a timely manner.
- Undertake all matter management processes.
- Conflict checks and Client Due Diligence processes.
- Accurately completing the end-to-end Client Matter Inception (CMI) process and ensuring the preparation, completion and return of client onboarding documents.
- Finance administration, including invoicing and billing in line with the relevant timescales, and ensuring client correspondence on billing.
- Assist with transcribing and/or proofreading of legal/contractual documents and, where appropriate, drafting of documents.
- Identifying matters for closure and archiving completed files.
- Post-meeting triage of data for delivery into workflow.
- Adhere to firmwide and divisional Best Practice protocols.
- Adhere to the firm's risk and compliance policies and procedures.
- Manage fee earners’ diaries and organise meetings/appointments, alongside any other duties in support of the client-fee earner relationship.
- Undertake additional ad hoc duties to support Fee Earners and the wider PL&T team as required.
- Update the case-management system with file allocations, diary records and general activity to ensure accurate recording of activity and allow progress tracking.
- Maintaining the accuracy of the Client's KYC record via the firm’s systems and processes.
- Maintaining procedures/administrative systems.
- Ensure support of OLA/SLA targets throughout the workflow process.
- Resolving incoming email, faxes and post.
- Support in the creation of MI data.
- Support in the auditing of internal processing/mapping.
Requirements
What you’ll need- Experience of working in a legal conveyancing environment (essential)
- Experience of using a Claims/Case Management system (desirable)
- Experience in using Client Management Systems (Peppermint) (desirable)
- Good communication skills
- Proficient in MS Office (notably Excel, Word and Outlook)
- Exceptional organisational skills with high levels of attention to detail
- The ability to work under pressure and to strict deadlines
- To be able to manage own workloads and use own initiative
- Excellent interpersonal skills and client care skills
- Discretion and an understanding of confidentiality issues.
Benefits
Comp & perks- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Matter Management ProcessesClient Due DiligenceClient Matter Inception (CMI)Invoicing and BillingDocument DraftingData TriageKYC Record Maintenance
Soft Skills
Good Communication SkillsAttention to DetailAbility to Work Under PressureClient Care SkillsDiscretion