Working Pattern: Hybrid (typically 60% office / 40% remote)
An exciting opportunity has arisen for a highly organised and proactive Client Services Personal Assistant to join a professional services environment. This role sits within a busy legal team, providing essential support to senior stakeholders and playing a key part in delivering exceptional service to clients.
You will act as a central point of coordination, ensuring seamless communication, efficient administration, and high-quality client interactions.
Key Responsibilities:
Project Coordination
* Coordinate and distribute support across client projects
* Assist in setting up processes for new matters in collaboration with stakeholders
* Support the preparation of pitches, presentations, and client events
* Identify opportunities to improve internal processes and service delivery
Client Relationship Management
* Manage client correspondence and ensure timely responses
* Maintain and update client records within CRM systems
* Support relationship management and deliver excellent client care
* Arrange meetings and act as a point of contact for client queries
* Ensure terms of business documentation is completed and tracked
Communication
* Handle incoming calls and correspondence, ensuring messages are relayed promptly
* Liaise with internal teams to support stakeholder needs
* Coordinate cover during absences and communicate effectively with relevant parties
* Support time recording and ensure accuracy of entries
* Assist with billing, invoices, expenses, and credit control processes
* Liaise with finance teams to ensure smooth financial operations
* Produce reports relating to time and financial data
Administrative Support
* Manage complex diaries and coordinate meetings
* Organise travel arrangements and logistics
* Coordinate meeting rooms, catering, and technical requirements
* Oversee document handling including printing, scanning, and filing
* Monitor workflow and ensure tasks are completed within deadlines
* Support file management, including opening and closing matters
Additional Duties
* Provide wider team support as required
* Assist with document updates, formatting, and minor amendments
* Support compliance processes such as conflict checks and risk assessments
* Draft basic correspondence including engagement letters
* Maintain accurate records across systems
Experience and Skills Requirements:
* Previous experience in a PA or administrative role within a professional services environment
* Fast and accurate typing (approx. 60 wpm)
* Advanced proficiency in Microsoft Office
* Experience using CRM or practice management systems
* Strong organisational skills with excellent attention to detail
* Confident communicator with strong interpersonal skills
* Proactive, solutions-focused, and able to use initiative
* A collaborative team player with a client-focused mindset
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