Legal Administrator - Bristol, United Kingdom - Curtis Banks

Curtis Banks

Verified Company

Bristol, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

CURTIS BANKS GROUP

GROUP LEGAL ADMINISTRATOR
MARCH 2023

Summary
A self-motivated and creative administrator to support fee earners in the Group Legal and General
Counsel/Company Secretary. Group Legal act for the business in considering a range of legal matters
and advise group entities on commercial contracts, corporate governance, disputes, and its portfolio
of investment/property assets from a corporate risk perspective.

The role is available on a permanent basis, with full-time hours. You will be based in Bristol and work

with and support fee earners across the departments and group entities.

Who we are
Curtis Banks Group PLC ("Curtis Banks" or "the Group") is one of the United Kingdom's leading
administrators of self-invested pension products, principally SIPPs and SSASs. The Group commenced
trading in 2009 and has successfully developed, through a combination of organic growth and
acquisitions, into one of the largest UK providers of these products. At 30 June 2019 the Group

administered £27.5bn (2018:
£25.1bn) of pension assets on behalf of over 77, : 77,500) active
customers. 610 staff are employed across Bristol, Ipswich and Dundee. Curtis Banks Group plc (CBP) is
admitted to trading on the AIM market of the London Stock Exchange.

The Group is made up of 5 separate trading entities with authorisation and regulation of the Financial
Conduct Authority, Prudential Regulatory Authority, Solicitors Regulatory Authority and Royal Institute
of Chartered Surveyors respectively.

Curtis Banks Limited is based at Temple Quay, Bristol just a 5 minute walk from Temple Meads railway
station. There is a vibrant, fun culture across the Group that extends outside the workplace.

We offer a fantastic benefits package, including a generous pension scheme, agile working, flexible
working, potential study support in line with the Learning & Development Qualifications proposal and
departmental requirements, and early close on Fridays to name but a few. For more details about us
visit or find us on LinkedIn and Facebook.

The Role
To support fee earners across Group Legal and our General Counsel/Company Secretary in handling
cases and preparing for meetings. You will be expected to perform administrative and clerical tasks as
well as legal research. Must also maintain case files, drafts letters and notices, format and review legal
documents and supports the legal precedent bank.

This is an administrative role. Some legal knowledge is helpful but not a pre-requisite. Areas of law and
specialism are generalist and wide ranging, and may include, but not be limited to, Commercial

***Property, Commercial Contracts, Trusts, Litigation, Employment, Intellectual Property and Information

Technology.

Collects and organises documents on case files for qualified individual lawyers to review.

Keeps case management system and where appropriate, client files organised and up to date in
paper and/or electronic format within LawWare.

Conducts conflict checks, AML checks and file opening procedures.

Assists Company Secretary with company board, taking notes, putting meeting packs together,
etc.

Formatting legal documents with company branding, and formatting documents with correct
numbering, paragraph heading and cross referencing tools.

Making amends to precedents or fee earners text using track change. Assisting with the preparation of
correspondence, advice notes, reports and notices.

Managing shared calendars and coordinating rotas.

Tracking and ensuring that the team meets deadlines, key performance indicators, service
standards and regulatory reporting requirements are met, including maintaining and circulating
work trackers and reports to ensure other areas of the business are kept up to date.

Collating case summaries for reports to committees and assists with producing MI and other
reports.

Supporting fee earners with transactional work including legal research, contract reviews,
preparing legal documents, working alongside assisting in managing third party solicitors and
payment of invoices.

Chasing third parties where necessary to ensure that legal matters are progressed with necessary
speed.

Taking minutes for meetings or calls.

Attends to basic clerical tasks, such as photocopying, making and receiving phone calls, filing
correspondence, booking meeting rooms, etc.

Records and handles office functions including all incoming and outgoing post duties, including
scanning.

Generally assisting the department on any other ad hoc areas such as monitoring sundries,
refreshments and stationary.

Processing of instructions and any related task activity accurately and to the service standards
set by Curtis Banks, at all times maintaining confidentiality and demonstrating discretion.

To fulfil any other reasonable requirement of the department.

Proactively identifies risk within the department and escalates concerns to line manager.

Expected to perform