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Legal PA
Pinsent Masons
City of Edinburgh, Scotland, United Kingdom["Full time"]
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Purpose of the role:
Provide proactive and professional Legal PA support to allocated group.
Services to be delivered to the business in a manner which is consistent with
the increasingly competitive environment in which the Firm operates.
This role is intended to embrace a team-working approach, collaborating with
lawyers and other members of Business Operations to fulfil the needs of the
business. In addition to being assigned to a number of specific lawyers, it is
expected that a Legal PA will work with every member of the team to ensure that
overall needs are met.
Support may need to be provided to staff from more than one business unit and
numbers and content of the group may change from time to time to reflect the
current structure of the Firm.
Key Responsibilities:
Client Service
Your responsibility to deliver excellent service to our clients
• Building and maintaining effective relationships with both internal and
external clients and their teams and developing knowledge of their business
• Actively contributing to client service initiatives in the group, including
attending client events and seminars where required
• Developing and maintaining core sector understanding to support delivery of
optimum client service
Planning & Organisation
How you use your organisational skills to ensure the lawyers you work with have
the information they need on a daily basis
• Liaising regularly (at least on a weekly basis) with lawyers to identify work
commitments and prioritising your workload accordingly
• Proactively identify areas of responsibility and tasks you can take ownership
of
• Diary management for lawyers including arranging meetings and appointments,
both internally and externally, ensuring the Outlook diary is up to date and
holds all the necessary information in relation to the appointment including
taking responsibility for booking travel, meeting rooms and arranging for
necessary equipment and refreshments
• Proactive advance monitoring of lawyers' diaries, reminding them of diary
commitments and taking responsibility for the provision of all supporting
paperwork and necessary information for each meeting
• Liaising with the travel company to make travel and accommodation
arrangements (UK and international), keeping lawyers advised of any changes
in scheduling and ensuring they have an accurate and up to date itinerary and
all the relevant travel details are in the Outlook diary
• Liaising with Business Operations to resolve problems on lawyers' behalf and
taking ownership of the issue, following up where appropriate
• Delegation of appropriate work types/requests to all available support
services in order to promote optimum efficiency
Managing Communications
How you assist lawyers in their communications with colleagues and clients
• Taking ownership of answering lawyers' telephone calls when they are
unavailable,
taking accurate messages and passing them on promptly, trying to assist and
answer any
non-legal queries if possible and ensuring the caller receives a satisfactory
response
• Screening, prioritising and dealing with lawyers' incoming e-mails, post and
voicemail
when lawyers are out of the office, acknowledging receipt and responding
where able
and appropriate
• Management and co-ordination of lawyers' e-mails
• Preparing presentation slides and materials for internal/external meetings
and events
• Drafting short letters, memos or notes (non-legal content) in a literate and
professional
manner
Document & File Management
How you ensure that the documentation we produce is of the highest quality and
our files
are accurate and up to date
• Proactively ensuring that the Exigent transcription service and Document
Production
service is utilised effectively
• Managing production of documents (produced in-house and externally),
co-ordinating
changes made including taking responsibility for the consistency of those
documents (e.g.
formatting, numbering, CompareDocs etc).
• Coordinating typing of audio files, drafting correspondence, producing
documents/letters/e-mails and memos
• Opening client files, including completing conflict searches and money
laundering checks
in conjunction with lawyers, preparation of client engagement letters,
collating all the
relevant information required and maintaining client files on a
day to day
basis, including
delegation of filing where required
• Ensuring documents are filed on FileSite with correct file and matter details
so that they
can be located easily
• Undertaking regular reviews of files and papers for lawyers, checking account
balances
and liaising with lawyers to ensure that all files which are not current are
archived and deeds are put in storage
Business Development/Relationship Management
How you can contribute to developing the Firm's business and maintaining
excellent
relationships with our clients and potential clients
• Inputting uniform practice group credentials into the Credentials Database
in a timely
manner
• Organising events in conjunction with Business Development including logging
responses into InterAction and attending events to meet and greet clients
where
necessary
• Undertaking research on clients, potential clients and new business
initiatives or
opportunities, including putting together briefing packs as and when required
• Collating information for preparation of regular client updates or reports as
and when
required, including subscribing to relevant alerts in InterAction and
maintenance of
general client information
• Assisting lawyers with follow-ups to business development meetings, for
example drafting
thank you letters, diarising reminders or arranging follow-up meetings
• Collating information for preparation of bids, tenders, proposal documents,
team sheets
and client briefing documents and preparing the first draft of documentation
where
appropriate, including keeping lawyers' CVs up to date
• Maintaining up to date contact details in InterAction for all lawyers'
contacts, prompting
lawyers to complete an InterAction report following meetings or completing
the report on
their behalf
• Knowledge of key business development materials for the practice area
Billing, Financial & Project Management
How you can assist lawyers in managing their matters/projects and utilise our
systems to
the maximum benefit
• Attending internal client or project meetings to take notes and assisting
with action points
if required
• Support lawyers with the production and maintenance of plans using our
pricing and
project management tools
• Assisting lawyers with the billing process, agreeing in advance dates for
billing, delegating
requisition of pre-bills, drafting narratives and covering letters and
putting paperwork in
front of lawyer for sign off
• Utilising Aderant to assist lawyers with financial queries and subscribing to
relevant alerts
in order to provide information to lawyers
• Developing good knowledge of the Firm's accounts procedures, coordination of
cheque
requisitions, TT and BACS authorisations and processing client monies and
ensuring all
supporting paperwork is completed promptly and accurately with partner
authorisation
• Assisting lawyers with client account balances to ensure all funds are
returned after a
matter is completed