Primary Objectives:
- Ensure compliance to the firm's policies and procedures in relation to the setup of clients and matters to facilitate and billing and reporting.
- Support the management of the firm's regulatory and commercial risks associated with client and matter set up.
Key Internal Relationships:
- Director of New Business Intake, West
- Client & Matter Data Manager
- Client Approval Team
- Conflicts Team
- Tax Team
- Revenue team
Key Responsibilities:
- Carrying out data cleansing activities on client and matter records
- Provide Support to Matter Management team to ensure new transactions are set up optimally to meet both external (client and legal) requirements and internal reporting/billing requirements.
- Assist the team with opening of new clients/matters and generation of matter numbers
- Setup of clients/matters to ensure compliance with the firm policies 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 management manager
- Liaising with the other New Business Intake teams to ensure a joined up and efficient process for the fee earners and PA's.
Qualifications, Skills and Experience:
- Educated to degree level
- Excellent research and analytical skills.
- Good commercial awareness.
- 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.