Private Client Legal PA needed for a welcoming and friendly law firm!
Salary - up to £45,000
Location - Bank
Hybrid - 4:1
After undergoing steady expansion across various departments due to increased workload, they are now looking to recruit in their highly regarded Private Client department.
This role is supporting a nice allocation of 4-5 fee earners including two Partners and you will play a key part in ensuring the smooth running of the team.
Based in beautiful modern offices, this firm's culture is widely recognised as one of the best in the City. You will be part of a firm which supports work/life balance, personal development and building strong connections. With regular cross-form socials and events (including the annual ski trip..!) you will quickly feel part of the furniture!
Duties will include:
- Efficient diary management for fee earners, including arranging meetings and appointments, in-person or video calls
- Organising travel arrangements for business trips, in the UK and abroad
- Supporting the preparation and management of legal documents (Wills, Letter of Wishes, LPAs, Trust documents, etc), BD material, presentations, and correspondence related to Private Client matters, from dictation, drafts, or typed documents
- Responding quickly to complete new tasks set by the team (via BigHand)
- Communicating with clients and other stakeholders, offering administrative and case-related support
- Opening, maintaining and organising team files (via iManage) to ensure information is easily accessible
- Liaise with the firm's AML team to open new matters following established procedures, liaising with the client to obtain and collate required documents
- Supporting the Private Client team's BD initiatives where possible, including updating the CRM with client information and activity (via InterAction);
- Coordinate the billing process for fee-earners by opening matters (via 3E Elite), liaising with the Accounts & Finance team throughout the process for instructions, changes, and to finalise invoices
- Other ad-hoc duties as required.
If you're interested to know more, please don't hesitate to contact me.