Legal PA- Financial. Hybrid working

Personal Assistant - City, London

Ref: 244Wednesday 4 January 2023

£43,000 plus benefits

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Legal PA with hybrid working for an international firm in the city- 2 days working in the office working within a lovely team environment supporting within the finance team.


As Legal PA you will be supporting within the financial division. You will be supporting a team of 7 within the practice, ranging from partners to fee earners. This is a busy and fast paced role, requiring a born organiser who is able to prioritise effectively.


Seeking a legal PA with experience, or a PA from a professional services background who is helpful, team focused and enjoys being busy.


Responsibilities are listed below;

● Work collaboratively with all Finance teams to proactively support fee earners' financial performance including client billing and reports, management of matter balances and working capital
● Work closely with Business Development to support fee earners on organisation and attendance of events and conferences; CRM administration; production of and updating fee earner CV's; using the Business Development hub and credentials database; assisting with bids, tenders and pilots
● Where your allocated fee earner is a Client Relationship Partner (CRP) for a Client Universe Client, assist the Business Development team with organising and attending core team and relationship meetings; organisation and attendance of events; assist with compiling regular client reports as required
● Undertake all matter management processes, applying correct rates at opening, prompt preparation of engagement letters, matter specifications and liaising with the Business Acceptance Unit as required
● Conflict check and Client Due Diligence processes, accurately completing the end to end Client Matter Inception (CMI) process whilst adhering to Firmwide best practice protocols
● Ensure all file management processes are undertaken correctly by identifying matters for closure, bills are paid, clearing client balance, WIP and archiving completed files
● Comprehensive diary management including forward planning, proactive travel and meeting arrangements, identifying meeting clashes and resolving independently where appropriate
● Identifying and recommending cost efficient options for complex travel arrangements
● Ensure all meeting requirements are identified and actioned, including proactive preparation of meeting packs, itineraries, room and hospitality resource
● Delegate appropriate tasks to Document Production including pitch and tender documents, conversion and amendment of legal documents and transcripts
● Demonstrate technical competency in order to support fee earners, identify and address knowledge gaps to fulfil all elements of the role
● 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


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