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Legal PA - Tax & Private Client

  • Location

    City of London

  • Sector:

    Legal PA & Secretarial

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Lee Laming

  • Contact email:

    lee@jmlegal.co.uk

  • Job ref:

    LL/PCT/S_1717662176

  • Published:

    7 days ago

  • Expiry date:

    2024-07-06

  • Startdate:

    ASAP

  • Consultant:

    Lee Laming

Legal PA to 3 highly regarded Partners dealing with Business and International Tax, Private Wealth and Strategic Dispute Resolution law.

One of the Partners deal with UK and international clients on all aspects of personal as well as business taxation. Another is a Private Wealth lawyer looking after some of the wealthiest families globally and the other deals with corporate finance, mergers and acquisitions and joint ventures as well as advising families on international tax, succession and strategic dispute resolution.

Duties and Responsibilities

  • Acting as a first point of contact on behalf of the fee-earners, fielding calls, emails, correspondence and meeting requests (both internally and from clients), responding on behalf of the fee-earner, if appropriate.
  • Full proactive and advanced calendar management for assigned fee-earners, including scheduling calls/meetings (ensuring all supporting papers/information are available for each meeting), looking ahead and following-up as needed to ensure best use is made of fee-earners time).
  • Ensuring the fee-earners working on the case are fully prepared for all client meetings by collating required information (and input from others), preparing background information and notes as needed, supporting the follow-through of action points etc.
  • To work with the client lead Partner and BD team to plan and deliver the Client Care programme, including meetings, mailings and events and to co-ordinate and share client related news searches.
  • To develop a strong working knowledge of the Firm's billing systems, including processes, IT systems and specialist support available internally, to support the fee-earners in being able to prepare and issue timely and accurate bills to clients.
  • Supporting fee-earners with monitoring and addressing unpaid bills, liaising with Credit Control as required.
  • To support fee-earners in the smooth running of the client/matter lifecycle, following documented procedures, and working closely with internal client on-boarding and compliance specialists to ensure all required information/documentation is obtained, issued and correctly stored on the Firm's systems. This will involve pro-actively chasing fee-earners and their clients for any missing information as well as full management of client files etc.
  • Organising business breakfasts, dinners or smaller events and assisting fee-earners with expenses.
  • Researching company/client information and biographies.
  • Logging referrals and contacts to interaction and management of Interaction lists.
  • Full management of travel and expenses for assigned fee-earners, ensuring business travel is booked via the Firm's in-house provider. This will include both routine and more complex travel arrangements, ensuring that fee-earners are provided with full itineraries, supporting materials and that business expenses are captured, approved and processed for payment in line with policy.
  • Ensuring all documents are maintained and filed in line with the Firm's electronic and hard copy filing protocols.
  • Prepare, amend and proofread documents (e.g. letters, reports, attendance notes, memos, emails, pitches, presentations, articles etc. ensuring these are produced to the required standards and in line with House Style, and that they are retained and filed accurately.
  • Working closely with internal document/presentation experts for more specialist tasks, such as the preparation of longer or more complex documents, pitch/presentation materials etc.

Skills/Experience

  • Strong time management skills; will need to juggle a number of tasks at any given time, plan ahead, and have the ability to re-prioritise and adapt to changes in requirements.
  • Previous experience managing calendars for multiple individuals, with the ability to apply judgement and common sense to ensure the best use of people's time is made, and that any potential diary clashes are pro-actively identified and addressed.
  • Able to communicate effectively, with warmth and professionalism, to clients and colleagues both orally and in writing, including drafting business emails/correspondence.
  • High levels of discretion, with the ability to deal effectively with sensitive or confidential information.
  • Previous experience using bespoke in-house systems (e.g. client contact databases, matter management systems, billing systems etc.) with the willingness and potential.

This role requires previous Legal PA experience within a Tax, Private Client or Private Wealth.

Hybrid working 3 in the office / 2 from home.

Excellent salary and Benefits.