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Date Added: Fri 01/11/2024

Team PA - Private Client

Cheltenham, UK
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Company: AJ CHAMBERS

Job Type: Permanent, FullTime

Salary: £26,000 - £30,000 per annum

AJ Chambers are currently representing an International Law Firm who are actively seeking a Team PA to join the Private Client team.

The Team PA should be highly organised and driven, whilst having a strong track record in providing senior level support in an emotionally intelligent way. The role will be a focal point of contact for the teams, judging priorities and ensuring the delivery of a high-level service.

Role & Responsibilities


• Participate in distribution of work and monitor progress of work allocated to Client Service Administrators to ensure tasks are completed in a timely manner


• Monitor and track all tasks and prioritise accordingly


• Diary management and coordination to ensure Partners and Fee Earners receive regular updates on meeting arrangements


• Take responsibility for room booking and meeting coordination, including confirmation of attendees, arranging relevant technology, refreshments, and catering


• Ensure travel bookings are completed and that relevant information is submitted and communicated in advance


• Arrange for the photocopying, scanning, printing and filing to be carried out by the team


• Arrange for files to be opened, closed and maintained


• Supervise Client Services Administrators’ record keeping and general filing tasks


• Use effective systems to ensure both short and long term tasks are completed within required timescales


• Assisting other members of the team, both proactively and at the request of the Client Services Lead


• Provide cover for the Client Document Executives as necessary (for example during periods of heavy workloads, holiday or sickness periods)


• Short dictations and basic amendments and document updates


• Conflict searches, file opening and risk assessment forms


• Drafting letters of engagement


• Updating and maintaining integrity of information held in Outlook, InterAction and 3E


• Minor document production amendments and assistance


• Working effectively with other legal and Business Resource teams as required


• Ensure that all client related correspondence is received by the appropriate Partner or Fee Earner


• Take an active role in relationship management and client care


• Enter and ensure accuracy of client information on the Client Relationship Management system, currently InterAction


• Communicate with external clients both independently and upon instructions from Partners and Fee Earners


• Arrange client meetings and ensure efficient responses to written and verbal client queries


• Check to ensure clients terms of business in place as soon as file opened and to follow up with Fee Earners accordingly

Qualifications & Experience


• Advanced knowledge and experience of using Software including all Microsoft Office packages


• Previous experience as a Legal Secretary.


• Experience of using Practice Management system

If you feel you would be suitable, please apply direct or contact Ella Britton at AJ Chambers

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