Personal Assistant

TN United Kingdom; Bath; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in legal services seeks a Personal Assistant to support Private Client fee earners. The role involves managing schedules, client interactions, and document production. Successful candidates will demonstrate high levels of confidentiality and integrity while providing proactive support.

Benefits

25 days holiday plus bank holidays

Salary sacrifice schemes and retail vouchers

Life Assurance

Private Medical Insurance

Health Assessments

Discounted gym memberships

Referral Scheme

Qualifications

• PA experience is essential.
• Desirable to have law firm experience in Private Client.
• Exceptional standard of written and verbal communication.

Responsibilities

• Managing busy diaries for partners and fee earners.
• Organising internal and external meetings.
• Assisting with billing and credit control processes.

Skills

Communication

Interpersonal Skills

Organization

Attention to Detail

Confidentiality

Solutions Focused

Tools

Microsoft Office Suite

Job description

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Shifts: 37.5 hours per week, Monday – Friday, 9am until 5:30pm with 1 hours unpaid lunch break

Work model: Fully onsite until probation is passed, moving to 1 day work from home

Williams Lea seeks a Personal Assistant to join our team!

Williams Lea is the leading global provider of skilled, technology-enabled, business-critical support services, with long-term trusted relationships with blue-chip clients across investment banks, law firms and professional services firms. Williams Lea employees, nearly 7000 people worldwide, who provide efficient business services at client sites in often complex and highly regulated environments, from centralised Williams Lea onshore facilities, and through best cost company offshore locations.

Purpose of role

This role is to provide enhanced, proactive support to a team of Private Client fee earners who specialise in Trusts and Estates. The support provided needs to be seamless and of a high standard enabling them to operate efficiently.The individual is expected to use a high degree of self-management and initiative and is able to maintain a high level of confidentiality.

Our client offers a range of personal legal advice to individuals and their families.Legal advice is tailored to individual need and is of a high quality.

The Personal Assistant will act as workflow manager for other support services. This includes delegating and supervising the completion of document production, file management and copying / scanning work which are primarily undertaken by other relevant business support services.

Key responsibilities

• Proactively managing busy diaries for both partners and fee earners
• Answering telephone calls in a timely fashion, taking clear and detailed messages
• Organising internal and external meetings
• Liaising with clients via email, telephone and in person and acting as a point of contact in keeping with the firm’s standards for client care
• Assisting fee earners in the billing and credit control process.Generating accurate billing reports, draft bills, and accompanying letters in a timely manner
• Assisting fee earners with finance tasks, namely requesting cheques, CHAPS/BACS payments, bank transfers and paying in money received, as appropriate
• Ensuring accurate and timely use of client systems to facilitate matter opening, maintenance, closure and archiving
• Maintaining up to date client records on the firm’s client relationship management tool, including client contact details, client specific requests in relation to billing and bill formats, details of other parties etc in line with the firm’s policy and processes
• Co-ordinating fee earner movements and making travel arrangements
• Managing the client and matter inception process ensuring files are opened in a timely manner in accordance with the firm’s policies
• Managing the process of submitting expenses in a timely manner
• Co-ordinating the completion of document production (including digital dictations/manuscript amendments), e-filing and file management, photocopying and scanning services, organising couriers, sending out of letters/faxes etc
• Managing the production of official documents including bundles, court papers, powers of attorney, wills and relevant documents
• Drafting documents from precedents
• Actively participating in all relevant training
• Demonstrating flexibility with working practices/processes in line with the business need, especially in times of pressure/ high workload
• Assisting other members of the department, both proactively and at the request of the team leader and work effectively with other legal and support departments as required
• PA experience is essential
• Desirable to have experience of working in a law firm ideally within Private Client
• Exceptional standard of written and verbal communication
• Competent with the Microsoft Office suite and all forms of technology
• Team player
• Excellent interpersonal skills
• Solutions focused
• Have a high level of confidentiality and integrity
• Exceptional attention to detail

Rewards and Benefits

We believe in supporting our employees in both their professional and personal lives. As part of our commitment to your well-being, we offer a comprehensive benefits package, including but not limited to:

• 25 days holiday, plus bank holidays(pro-rata for part time roles)
• Salary sacrifice schemes, retail vouchers – including our TechScheme which can be used on a range of gadgets such as Smart TV’s, laptops and computers or household appliances.
• Life Assurance
• Private Medical Insurance
• Health Assessments
• Discounted gym memberships
• Referral Scheme

You will also have the opportunity to work for a global employer who is dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects!

Equality and Diversity

The Company values the differences that a diverse workforce brings to the organisation and will not discriminate because of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (which includes colour, nationality and ethnic or national origins), religion or belief, sex or sexual orientation (each of these being a “protected characteristic” in discrimination law). It will not discriminate because of any other irrelevant factor and will build a culture that values openness, fairness and transparency.

If you have a disability and would prefer to apply in a different format or would like to make a reasonable adjustment to enable you to make an interview please contact us at (we do not accept applications to this email address).