Legal Support Assistant - Private Client in Cheltenham

Responsibilities

• Assisting lawyers with the billing process, drafting narratives and covering letters.
• Looking after credit control, ensuring bills are sent out on a timely manner and liaising with departmental Administrators to ensure all systems and processes are up to date.
• A central point of contact for clients and third parties over the phone and via email.
• Collate information for preparation of regular client updates or reports as and when required.
• Liaising with support departments to resolve problems on lawyers\’ behalf, taking ownership of the issue and following up where appropriate.
• Ensure regular legal team meetings are arranged, and then actively participate in these meetings.
• Organising client events / seminars in conjunction with Marketing, attending to meet and greet clients where appropriate.
• Building and maintaining effective relationships with lawyers and clients and develop knowledge of the group\’s clients and their business.

Qualifications

• Recent experience in a Legal Support Assistant (LSA), PA or Secretary role within a Tax Trust and Succession team.
• Experience in diary management and the ability to multi-task.
• Experience working with financial processes.
• Experience of working to compliance and file maintenance procedures.
• Fast, accurate typing skill.
• Competent with Microsoft Office (Word, Excel, Outlook etc.) and data management systems.
• Recent experience of working to compliance and file maintenance procedures is advantageous.
• Excellent interpersonal skills; effective communicator at all levels (written and verbal) and ability to build rapport.
• Excellent attention to detail.
• A commercial, pro‑active and professional approach to work.
• Excellent telephone manner.
• Must be self‑motivated, committed to working towards goals with strong enthusiasm and a desire to provide high levels of client service.
• Excellent organisational skills, demonstrable examples of multi‑tasking and an ability to juggle competing and changing priorities and work under pressure.
• Ability to work independently as well as a team player, prepared to go the extra mile in supporting colleagues.
• Understand the importance of confidentiality and use of discretion. Must be flexible, successfully adapting to changing demands and conditions.
• Demonstrate self‑confidence, initiative and be an innovative thinker.

In this role you will provide proactive and professional support for lawyers within the Private Client group. This will include:

Why this team? Our PSS team provide our lawyers with invaluable support in servicing our clients. The team is made up of Legal Support Assistants, Management Support Assistants and Department and Office Administrators, all of whom are aligned to a particular legal group where they can build and develop their specialist knowledge. As well as assisting lawyers with administrative tasks, the PSS team get involved in complex diary management, drafting communications on behalf of lawyers, the financial management of legal matters and the management of lawyer tasks. The team also work alongside Marketing to arrange client events and collate information for bids and tenders. The PSS team work closely together and build strong 1-2-1 relationships with the Partners and lawyers that they regularly support.

How do we work? We take a flexible, agile approach to working patterns. As a team we agree together on the best working arrangements that will enable each of us to provide exceptional client service, to collaborate and connect with colleagues, and to achieve the right home/work balance. As a Firm we are committed to supporting our people across all levels to achieve the balance they need. We are open to talk flexible working and to empower any candidate to put forward a flexible working pattern to meet their needs.