Job Description

Purpose of the Role

To provide high quality, proactive and experienced PA support to a team of partners and fee earners within our Real Estate team on a 12 month fixed term contract from August 2023.

Duties

• 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 BusinessDevelopment 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
• Utilise the Cube on all administrative tasks, taking ownership to ensure tasks are completed and delivered to fee earners in a timely and accurate way
• 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
• Successfully completes, on time, all compulsory firm training and returns all complaints and claims questionnaires

Knowledge, Skills and Experience Required (Bespoke to Role)

• Excellent verbal and written communication skills, with appropriate and effective use of grammar and punctuation
• Three years\' experience (or equivalent) gained within a comparable environment and at an appropriate level
• Willingness to work flexibly to meet client needs
• High degree of competence in the use of Microsoft Office suite
• Proven experience of exceptional client service
• Detail focussed and experience of working in a fast paced office environment
• Ability to work effectively and collaboratively as a member of a team, as well as being able to work independently
• Commitment to exceeding expectations and goals

Benefits

As a firm, we aim to provide a positive experience to everyone who works here and our focus on financial, lifestyle and wellbeing benefits ensures that this experience goes beyond the nine-to-five. As part of this mission, some of the benefits employees of AG can expect are;

• Life Assurance & Income Protection
• Competitive employer matched pension contribution rate
• Health and wellbeing subsidiary, up to \xc2\xa3180 per year
• One day per year to volunteer (as part of our CSR initiative)
• Buy/Sell holidays (up to 5 days each year)
• Mental health and wellbeing initiatives such as The Mindful Business Charter, Mental Health Champions and 1:1 sessions with an in-house professional
• Talent referral bonus incentives
• AG Excellence awards for the recognition of exceptional effort
• Opt in private medical and private dental insurance
• Opt in annual health screening
• Voluntary critical illness cover
• Annual discretionary bonus plan

Addleshaw Goddard