Client Engagement Assistant - London, United Kingdom - Career Legal

Career Legal

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Job Details

This law firm has an international network across 20 office locations and employs over 1000 lawyers.

They have recently moved to amazing new offices that are ideally situated for a number of stations including Liverpool Street, Fenchurch Street or Cannon Street.

The Client Engagement Assistant will provide support to the Client Engagement Coordinator and designated partners in the TCG team, assisting in client and matter opening, Conflicts, Anti Money Laundering and managing inventory, including monitoring time records and liaising with partners and clients with regards billing and collections.

Responsibilities:

Opening new Clients and Matters for the London TCG team and Corporate Solutions team, ensuring matters are set up with the correct rates agreed with clients.
Liaising with the New Business team and Compliance teams to submit New Business Requests, arrange KYC, conflict checks and obtain anti money laundering documentation as required.
Drafting engagement letters and liaising with Partners for signature.
Setting up fee alerts at matter level.
Updating Engagement/Origination credits and maintaining records of changes made in the billing system.
Ongoing monitoring of all matters for designated partners to prompt billing and to ensure residual WIP is written off on completion of the matter as appropriate.
Processing time transfers at lawyer and secretary request and recording reasons for transfers.
Creating and distributing weekly WIP updates to clients when requested.
Preparing bills in accordance with the firm's billing policies and UK VAT legislation, ensuring the bills ae posted to CMS, signed by the Partner (either electronically or in person), saved to management workspace and sent out to the clients each month.
Uploading any ebills into the appropriate ebilling website and liaising with the ebilling team as necessary.
Saving invoices to NetDocs (Billing folders and Client Matters folders).
Liaising with clients regarding Accounts Receivables on a monthly basis to ensure invoices have been received and dealing with any issues promptly.
Updating comments into the Expert Collections module and escalating any issues to the TCG Client Engagement Coordinator, Finance Supervisor or Finance Manager.
Processing writeoffs in accordance with the firm's policy and saving evidence in the firm's management system.
Providing backup for the TCG Client Engagement Coordinator and Finance Supervisor regarding other departments billing requirements if necessary.
Escalating complex items or issues to the TCG Client Engagement Coordinator, Finance Supervisor or Finance Manager where necessary.
Providing AR and WIP updates in response to audit queries as requested.
Undertaking any adhoc project work as required.
Knowledge of Work, outlook, Excel.
Alevels or equivalent.
Previous experience working in the Accounts department of a Legal or other Professional Services Firm;
Working knowledge of Microsoft Office, particularly Excel and Word.
Excellent interpersonal skills and ability to build successful working relationships with all levels of personnel.
Strong written skills and excellent attention to detail.
Organisation skills.

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