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PA (Finance & Projects)

PA (Finance & Projects)

  • Permanent
  • Leeds

Personal Assistant (Legal)

You will provide high quality, proactive and experienced PA support to a team of partners and fee earners within the Finance and Projects division.

What you will be involved in: 

Work collaboratively with all Finance teams to proactively support fee earners’ financial performance including client billing and reports, management of matter balances and working capital

• Work closely with Business Development to support fee earners on organisation and attendance of events and conferences; CRM administration; production of and updating fee earner CV’s; using the Business Development hub and credentials database; assisting with bids, tenders and pilots

• Where your allocated fee earner is a Client Relationship Partner (CRP) for a Client Universe Client, assist the Business Development team with organising and attending core team and relationship meetings; organisation and attendance of events; assist with compiling regular client reports as required

• Undertake all matter management processes, applying correct rates at opening, prompt preparation of engagement letters, matter specifications and liaising with the Business Acceptance Unit as required

• Conflict check and Client Due Diligence processes, accurately completing the end to end Client Matter Inception (CMI) process whilst adhering to Firmwide best practice protocols

• Ensure all file management processes are undertaken correctly by identifying matters for closure, bills are paid, clearing client balance, WIP and archiving completed files

• Comprehensive diary management including forward planning, proactive travel and meeting arrangements, identifying meeting clashes and resolving independently where appropriate • Identifying and recommending cost efficient options for complex travel arrangements

• Ensure all meeting requirements are identified and actioned, including proactive preparation of meeting packs, itineraries, room and hospitality resource

• Utilise the Cube on all administrative tasks, taking ownership to ensure tasks are completed and delivered to fee earners in a timely and accurate way

•Delegate appropriate tasks to Document Production including pitch and tender documents, conversion and amendment of legal documents and transcripts

• Demonstrate technical competency in order to support fee earners, identify and address knowledge gaps to fulfil all elements of the role

• Adheres to the firm’s risk and compliance policies and procedures and raises any issues or queries promptly with the relevant Partner and / or Risk and Compliance

• Successfully completes, on time, all compulsory firm training and returns all complaints and claims questionnaires

What we can offer you:

We aim to provide a positive experience to everyone who works here and our focus on financial, lifestyle and wellbeing benefits ensures that this experience goes beyond the nine-to-five. As part of this mission, some of the benefits employees of AG can expect are;

•Life Assurance & Income Protection

• Competitive employer matched pension contribution rate

• Health and wellbeing subsidiary, up to £180 per year

• One day per year to volunteer (as part of our CSR initiative)

• Buy/Sell holidays (up to 5 days each year)

• Mental health and wellbeing initiatives

• Talent referral bonus incentives

• AG Excellence awards for the recognition of exceptional effort

• Opt in private medical and private dental insurance

• Opt in annual health screening

• Voluntary critical illness cover • Annual discretionary bonus plan We are looking for someone with three years’ experience (or equivalent) gained within a comparable environment and at an appropriate level.

You will demonstrate excellent verbal and written communication skills, along with a willingness to work flexibly to meet client needs. You will be detail focussed, with a commitment to exceeding expectations and goals.

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