Join to apply for the Executive Assistant role at Brodies LLP
Executive Assistant – Personal and Family (Personal Team)
Based in Edinburgh
Overview
To work as part of a team in the provision of executive assistant / administrative support to the Personal team. To assist our Personal team and the Personal and Family practice area as a whole, ensuring the provision of an efficient and quality service to Brodies’ external clients.
Responsibilities
* Diary management – makes and amends appointments, arranges meeting rooms, tracks responses and organises refreshments if required.
* Responsible for taking new client queries (including relevant details of the background to the query).
* Anticipate requirements for meetings i.e. organise papers, produce itinerary, directions, backgrounds/profile information.
* Proactive e-mail management – ensures documentation copied to client folder (as required), flags important emails and ensure dealt with, checking lawyer inbox when out of office/in meetings and actions important/urgent emails where appropriate
* Scan mail save to the document management system (‘DMS’) in the relevant folder, organise and prepare necessary responses for lawyers and paralegals.
* Prioritise and manage multiple projects and follow through on issues in a timely manner.
* Responsible for maintaining practice area organisation during times of holidays/absences for lawyers and paralegals– checking for important mail/voicemail/emails and responding if necessary or passing to another lawyer or paralegal.
* Responsible for ensuring all BigHand and non-BigHand work is complete within required timescales for lawyers and paralegals
* Responsible for inputting data into case management system.
* Maintain intimate knowledge of current affairs in office and able to deal with clients and third parties on a day-to-day basis via e-mail, phone or in person, ensuring that accurate messages are communicated and dealt with professionally and proactively.
* Update contacts and distribution lists in Outlook.
* Proficient in the preparation of Excel spreadsheets.
* Responsible for drafting letters of engagement.
* Organises expense claim forms and collate necessary receipts.
* Pay invoices in compliance with office internal procedures. Follow up process with relevant practice area through to completion ensuring completing appropriate cash form as required.
* Assist with billing, attend team/billing meetings, prepare bill and narratives for lawyers to sign off on and send to appropriate biller for finalising.
* Organise transfer of time from lawyer\'s suspense account to relevant matter number.
* Assist with case management.
* Assist in collating trust bibles.
* Assist in populating and updating internal systems and databases to enable information to be pulled from these databases when necessary.
* Responsible for sharing appropriate documents within the team - ensuring that all presentations are listed on a central database and all templates are available to all members of /practice area
* Complete mail merges when required.
* Implementing standardised system in respect of saving documents saved to DMS.
* File documents in appropriate location both electronically and in hard copy, and organise opening and closing of files and papers when necessary.
* Sourcing travel and accommodation, organising all aspects of travel and anticipating important information and documents that fee earners may need whilst travelling, i.e., timetables, distances, etc.
* Minute taking where appropriate.
* If required type and amend all client correspondence and legal documents (often confidential) to a high standard in compliance with Brodies preferred document styling.
* If required responsible for typing up any PowerPoint presentations as and when required using Brodies formulas and ensuring relevant quantity printed out, together with any hand-outs, in readiness for seminars.
* Liaise with legal document specialist to ensure the completion of all BigHand dictation and documents within the required timescales assisting where necessary
* Proof reads documents to ensure accuracy, formatting and presentation are maintained
* Participate in the rota for lunchtime cover and provide assistance during holidays/absence
* Provide assistance to other executive assistants in the Personal and Family team as required and under the direction of the Practice Support Manager and Senior EA
* Undertake ad hoc administrative tasks when necessary under the direction of lawyers
* Maintain a tidy office environment in terms of the less paper guidelines
* Be aware of Brodies’ information security policies, and protect information assets from unauthorised access, disclosure, modification, destruction or interference at all times.
Person Specification
* Be able to demonstrate experience as a Personal Assistant, Executive Assistant or in a similar role within a busy Private Client Team
* This position is demanding so the successful candidate should be used to working under pressure, often with tight deadlines
* Excellent communication skills and confident in dealing with people at all levels
* A strong team player – willing to go beyond regular duties and help out where needed
* Presents a professional image to clients and other external organisations at all times
* Seeks out opportunities to provide a more efficient and proactive service to lawyers and paralegals
* The successful candidate will be required to be flexible regarding working hours as from time to time it will be necessary to complete work during lunchtime or work on a different timetable – 8:00-16:00 or 10:00-18:00
* Working practices and executive assistant allocations within the practice group will change from time to time and the successful candidate should have an open and flexible attitude to change and a willingness to train within other legal practice areas
* Organises and prioritises time effectively
* Uses initiative and able to work independently
* Self-motivated
* Commercial and profit focussed
Skills
* Excellent organisational skills
* Ability to multi task and prioritise
* Proficient in the use of Microsoft applications:
* Outlook – diary management, contacts, tasks
* Willingness to enhance IT literacy through training
* Experience of Aderant (preferred but not essential)
* Experience of DMS (preferred but not essential)
* Experience of BigHand (preferred but not essential)
* Accurate and competent in document production including formatting and presentation
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Legal and Administrative
Industries
* Law Practice
#J-18808-Ljbffr