Farrer & Co is synonymous with the highest quality legal advice and service.
We advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the law, wherever the need arises. From our offices in London we work with trusted professionals around the world to deliver a seamless international service.
Our clients present us with complex and varied challenges. Whether that's a complicated family trust issue, a multinational corporate transaction, or an emerging threat to their reputation, they need clear thinkers who can advise on the best solutions, fast thinkers when speed is of the essence and agile thinkers who can produce a fresh approach to get the job done. That's why they choose us.
Our clients value our in-depth knowledge, technical excellence and diversity of disciplines. But what really binds our long-standing relationships with them is our approach: pragmatic, plain speaking and always steadfast in our values, which we hold dear. Values which mean we gain our clients' trust, always strive to do the right thing, and aim for the best results for them.
Superb client service sits at the heart of everything we do. We are modern lawyers with timeless values.
The Team
The Contentious Trusts & Estates team specialises in trusts and estates disputes. The team's work breaks down into big ticket trust disputes often with an international element, and substantial probate disputes / inheritance act claims. We regularly appear in the High Court and the Court of Protection as well as courts in the Channel Islands and overseas.
Scope
We are looking for an extremely organised and proactive Senior Practice Assistant to provide a high level of professional support to their allocated Fee Earners as well as other members of the Department. The candidate will be experienced in their specialist area but will be expected to be flexible to cover the broader remit of the Department. They will be highly motivated, display outstanding attention to detail and have the ability to multitask with ease. It is essential that they are a strong team player with a positive, up-beat approach.
Responsibilities
Organisational Support
Effective and proactive diary management, and awareness of Fee Earners' workloads to plan ahead
Close monitoring of Fee Earners' inboxes and taking initiative to take things forward where appropriate or ensure a Fee Earner does so
Processes relevant applications, forms or searches, with minimal supervision
Has an excellent knowledge of all systems/processes used within the Department
Is professional and maintains effective communications with clients and Fee Earners, using an appropriate mix of communication styles
Maintains up-to-date knowledge and understanding of Fee Earners' matters to enable a proactive support service
Researches new clients/contacts and collates the papers required for client meetings, and conducts basic research (on-line or otherwise) for Fee Earners when required
Arranges travel and any other activities on behalf of others, where appropriate
Monitors critical dates in the diaries of Fee Earners for their matters including setting up online/hybrid meetings liaising directly with clients
Uses initiative and takes a pro-active approach to work by regularly seeking ways to improve the level of PA support provided to Fee Earners and to the wider Department, developing techniques and systems for coping with time and deadline pressures
Client Relationship and Business Development
Provides excellent service to clients, Fee Earners and colleagues, in a timely and professional manner, presenting a positive image of the Firm at all times
Acts as a first point of contact for Fee Earners
Recognises, respects and honours client confidentiality at all times
Organises business development meetings and events for Fee Earners, and where they are held online offers technical support on the day, and where they are in the office offers in person support
Assists the BD team in the production of business development materials
Understands and uses InterAction effectively to support Fee Earners BD efforts including recording all business development meetings in InterAction, and sets up reminders where follow-ups are needed with prospects on InterAction or other systems/logs as required
Demonstrates a good knowledge about the type of work that the Department carries out, in order to be able to assist with new client enquiries
Enables the Firm to provide bespoke communications to key contacts by being aware of particular client requirements and ensuring that these are catered for where possible
Proactively builds an understanding and knowledge of clients and organisations to help Fee Earners develop future relevant opportunities for both their team and other areas of the Firm
Document Production
Creates typed work of a high quality, formatting in accordance with house style, at high speed, with accuracy and following internal guidelines
Makes effective use of the Document Management System
Creates new documents from the Firm's templates, using contact data from InterAction where appropriate
Proof-reads all documents for spelling, grammar and sense, querying wording where appropriate
Proactively uses initiative to compose correspondence on behalf of Fee Earners, requiring focused concentration and attention to detail
Assists Fee Earners in the production of ebundles where required
Utilises available resources to produce documents such as flowcharts and structural diagrams and considers the use of AI where appropriate
Thoroughly understands and uses the full suite of tools used in production of documents and the Firm's templates for these
Acts as a role model and mentor to others in document production. Assisting and advising Fee Earners on house style. Works with IT to help to develop, improve and test document production templates and Department precedents
IT Skills/Systems
Has attained super-user level of proficiency in core IT applications including the Microsoft Office suite (Word, Excel, PowerPoint and Outlook), Aderant for billing, InterAction, Intapp and Diktamen and is sought out as a source of help from others in the Department
Works with IT to help to develop and improve systems, acting as a focal point for testing and providing constructive and professional feedback
Is capable of troubleshooting IT issues for Fee Earners and liaising with IT where these cannot be resolved within the team
File Management
Ensures that files within the case management system are kept in good order so that documents can be easily accessed
Works in accordance with the Department protocol in relation to e-filing
Adopts a pro-active approach and works with Fee Earners effectively, to maintain regular file management, ensuring all files are closed and archived, as appropriate, and a risk assessment having been undertaken
Keeps accurate records of all files sent to off-site storage via Records
Financial Risk Management
Has an excellent knowledge and application of the Firm's procedures in billing, AML, Credit Control and debt management
Liaises with clients to obtain AML documentation and obtains relevant documentation from clients in a timely manner, as required by Fee Earners
Sets up conflict searches for review by Fee Earners, correctly identifying the appropriate classification for each entry
Thoroughly understands what is required for client care letters and prepares first drafts of CCLs for Fee Earners
Prepares bills (including bill narratives if required) and covering letter to client, as required by Fee Earners with minimal supervision
Pro-actively manages billing processes in accordance with Department's billing cycle
Liaises with credit control and alerting Fee Earners to unpaid bills
Deals with time-recording matters for Fee Earners as required (for example, to record holiday absence)
Regularly monitors finance related KPIs
Skills and Experience
Has excellent timekeeping and prioritises work effectively
Is flexible, reliable, co-operative and has a professional approach to work
Works as a positive, friendly and helpful team player
Communicates in a positive and constructive manner and always interacts in good faith and demonstrates effective listening
Uses initiative and takes a proactive approach to work by regularly seeking ways to improve secretarial support
Positively supports and promotes change within the Department
Adjusts approach to work as the demands require
Respectfully and confidently puts forward solutions when dealing with competing demands from Fee Earners or others in the Department
Functions effectively under pressure and acts with confidence and composure
Person Specification
Qualified to GCSE standard, grade C/ level 4 (or equivalent) at Mathematics and English essential
Previous secretarial experience in a law firm is essential
Experience working within Disputes/ Contentious Trusts and Estates would be an advantage
Special aspects
The hours of work for this opportunity are 09:30am-5:30pm Monday to Friday, but it is essential to be committed, flexible and prepared to work beyond the normal office hours when necessary and in response to client demand.
You will be expected to follow the firm's agile working policy, which embraces home working but will require employees to spend a minimum number of days each week in the London office.
Farrer & Co is an equals opportunity employer who welcomes applications from candidates from all backgrounds. We look to employ the best candidates regardless of age, gender, race, ethnicity, social or economic background, religion, disability, sexual orientation, national origin, or any other protected characteristic.
We are keen to ensure candidates have the best interview experience possible, if you require any adjustments during the interview or application process please let the recruitment team know.
Comments
Farrer & Co conducts a pre-employment screening which includes a Criminal History Background and Credit Check for successful candidates.
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