Description
invoice processing
document formatting
file management
report generation
software updates
client onboarding
Ensure job information and work performed is entered in order to allow the system and Finance to produce invoices throughout the month and in a timely manner, well before month end deadlines
Liaise with clients directly to capture relevant compliance/on-boarding information effectively and efficiently
Work closely with fee earners and Finance to ensure that client and job files are accurate and up to date. This includes ensuring that all points of contact with the client are up to date in the system in order to allow Finance to communicate with the client for billing instructions and credit control, from the start of a client relationship.
Responsible for accuracy of invoices and ensure the correct process is followed
Send out Terms of Engagement and chase for signed copies on behalf on the Partners
To provide administrative support and assistance to the Advisory Department, assisting with the delivery of client services and wider Partnership tasks.
Ensuring that fee earners’ interactions with clients and, if required, time are up to date
Undertake Conflict of Interest checks and keep records
Pull reports for fee earners and departments
Ensure that all fee earners (where required) update their time accurately and sending out weekly departmental reminders when this has not been completed
Facilitate with the requirements of the various ISO standards
Ensure proactive limitation of liability
Check reports to ensure adequate sign off procedures have been followed
Work closely with fee earners to create client and job files
Work with fee earners and Finance to ensure that invoices are sent out to clients as and when they are produced
- Act as extension of the marketing team supporting:
- Monty’s Round Up - updates for respective teams and leading to collate information
- Ensuring information is accurately logged or reported to be logged
- Taking notes at meetings, preparing the minutes and subsequently distributing to all participants when required
- Formatting of documents
- Setting reminders for meetings, appointments and other important tasks
- Respond to invites on behalf of the team
- Supporting arrangement of necessary pitch meetings (particularly logistics cross partner/team)
- Support arranging meetings and client events for sector heads
- Updating CV’s for teams
- Applying innovative ideas to challenge the status quo
- Interpreting policy to maximise benefits for our clients
- Ad Maintaining an up-to-date filing system including file archiving
- Notifying of updates needed for case studies
- Ordering and managing business cards keeping brand continuity
- Counselling clients to achieve their goals and objectives
- Simplifying complex problems and creating solutions
- Manage and organise seminars, client entertainment and other events
- Supporting clients critical thinking to improve the performance of their assets
- Diary management including organising meetings with internal teams within the Firm and with external clients, following up and confirming meetings and booking meeting rooms
- Organise travel arrangements
- Notifying of updates needed for team profile pages
- Processing expenses/mileage claims for the team
- Updating case studies for teams
- Supporting teams manage property marketing via Agents Insight
- Recording, updating, and working with departmental software platforms
Requirements
microsoft office
proactive
teamwork
detail orientation
timekeeping
commercial awareness
The role requires a proactive approach and ability to work on own initiative.
- Highly organised with strong attention to detail
- Reliable and trustworthy with good time keeping and punctuality;
- Proof reading copy - thought pieces, client presentations, minutes
- Montranet - accuracy of information for respective teams
- Proactive/forward thinking and self-motivated
- Strong communication skills
- Word templates - right headers, layout, banners, text size, front pages
- General copy typing and formatting of documents including letters, reports, meeting agendas, meeting minutes
- Powerpoint templates - use of font, colours, imagery, layouts
- Ability to prioritise, work to deadlines and under pressure
- Brand integrity - right logos, colours, templates etc…
- Capable of working as an integral part of a team;
- Discretion and tact in dealing with clients, partners and staff at all levels;
- Commercially aware and interested in property market and specific team mandates
- Ability to maintain good relationships with other departments in the firm
- Internal comms
- Excellent IT skills, highly proficient users of Microsoft packages including Outlook, Word, Excel, Powerpoint and other relevant software.
Benefits
We give everyone the opportunity to be the best version of themselves. We trust and support each other. We recognise that our people are the heart of our success and only by identifying, supporting and promoting them will we be able to provide continued outstanding client service.
Training + Development
Information not given or found
