Legal PA - Banking - Edinburgh

Edinburgh, City of Edinburgh
16 Aug 2017
15 Oct 2017
Role Classification
Other Professional
Contract Type

Purpose of the Role 

To provide high quality and experienced PA support to a team of partners and fee earners. 


 ► Initiates and drives the billing process
 ► Contributes to fee earners' financial performance by proactively working with fee earners to manage their matter balances 
 ► Supports fee earners' business development activity 
 ► Ensures all file management processes are undertaken in a timely manner 
 ► Undertakes all matter management processes 
 ► Conflict check and Client Due Diligence processes 
►  Accurately completing the end to end Client Matter Inception (CMI) process 
►  Drafting of engagement letters 
►  Preparation and ongoing review of Quality Risk Management (QRM) checklist 
►  Identifying matters for closure and archiving completed files 
►  Adheres to firmwide and divisional Best Practice protocols 
►  Comprehensive diary management 
►  Forward planning 
►  Identifying and recommending cost efficient travel options  
►  Ensuring wider meeting requirements are identified and actioned 
►  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 

Knowledge, skills and experience required (bespoke to role) 

►   High degree of competence in the use of Microsoft Office suite 
►   Excellent verbal and written communication, with appropriate and effective use of grammar and punctuation  
►   Three years' experience (or equivalent) gained within a comparable environment and at an appropriate level 
►   Willingness to work flexibly to meet client needs