Work closely with the matter team to ensure new transactions are set up optimally to meet both external client and legal requirements and internal reporting/billing requirements.
Assistance with opening of new clients/matters and generation of matter numbers
Monitor the setup of clients/matters to ensure compliance with the regulations and billing/rates requirements, liaising where relevant with the Business Finance, Risk Management and Tax Teams.
Actioning changes to clients and matters as requested by matter teams
Assistance with the setup of eBilling clients
Using the information held within the Practice Management system to assist internal clients (lawyers/secretaries) by responding to their enquiries
Liaising with the other New Business Intake teams to ensure a joined up and efficient process for the fee earners and PA's.
Identify process improvements to the internal NBI Matter Management processes
Ad hoc project support for the NBI team globally
Skills / Experience
Educated to degree level
Excellent research and analytical skills.
Ability to prioritise workload.
Excellent attention to detail and accuracy.
Ability to work autonomously and prioritise multiple tasks simultaneously.
Excellent verbal, written and face to face communication skills.
Proficient knowledge of Microsoft Word and Excel.
Ability to work well under pressure and to deadlines.
Collaborates with others
Develops innovative solutions by valuing diversity of thought, expertise and experience.
Brings a positive energy to the way they work and inspires this in others
Flexible
Excellent interpersonal skills
Strong organisational skills and ability to prioritise
Focuses on Clients
Always acts with the firm's clients in mind
Understands the importance of clients to the firm
Prioritises initiatives that will positively impact the client experience and their business
Develops solutions that balance client needs and the sustainable profitability of the firm
Ability to use initiative and be pro-active
Seeks out market trends and introduces relevant ideas for competitive advantage
Achieves results
Takes personal responsibility for getting things done
Ability to cope with conflicting demands and meet deadlines
Remains focused on long term objectives and broad firm issues.
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