PURPOSE OF THE ROLE
To provide high quality, proactive and experienced PA support to partners and fee earners in the finance team.

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 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
• 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