Private Client Business Support Assistant

Porter Dodson LLP; Yeovil; On-site; GBP 40,000 - 60,000; Full time

Job summary

A legal services firm is seeking a Private Client Business Support Assistant in Yeovil. The successful candidate will provide essential legal and business assistance to fee earners, engage with clients on inquiries, and manage administrative tasks. Key skills include strong IT abilities, great interpersonal communication, and the capability to work proactively in a fast-paced environment. Benefits include flexible working, healthcare provisions, and support for personal development, making it an excellent opportunity for career growth.

Benefits

Flexible Working

25 days holiday, plus Bank Holidays

Extra Day of Holiday for your Birthday

Private Healthcare

Pension Scheme(s)

Life Assurance

Eye Tests

Flu Jabs

Corporate Gym Membership Discounts

Legal Support

Charity fundraising opportunities

Office socials

Qualifications

• Strong organizational and administrative skills are essential.
• Ability to multi-task effectively.
• Experience in a law firm environment is a plus.

Responsibilities

• Act as the first point of contact with clients on routine matters.
• Manage and review fee earner diaries.
• Assist with file and matter management.
• Draft client correspondence effectively.
• Assist with credit control and client billing.
• Responsible for filing and storage of documents.
• Document production including typing and amendments.
• Post scanning and document management.
• Serve as first point of contact for central file opening.

Skills

Pro-active attitude

Interpersonal skills

Organizational skills

Administrative skills

Excellent IT Skills

Communication skills

Confident telephone manner

Tools

Microsoft Office

Outlook

Job description

Private Client Business Support Assistant

Department: Private Client

Employment Type: Full Time

Location: Yeovil

Reporting To: Vicki Thyer and Sarah Stone

Description

We have an exciting opportunity for a Business Support Assistant to support our Private Client team in Yeovil. We are looking for someone who can provide effective business and legal assistance to senior fee earners within the team, so that they can fulfil their daily client and business responsibilities.

Key Responsibilities

• Act as a first point of contact with clients on all routine matters such as progress updates and enquiries.
• Proactively manage and review fee earner diaries, assisting with appointments and commitments.
• Assist the team with file and matter management.
• Effectively draft client correspondence.
• Assist with credit control and client billing.
• File closure and archiving.
• Responsible for the filing, storage, and correct naming of correspondence and documents on the Peppermint Document Management filing system.
• Document production (to include some typing and amendments).
• Post scanning, and scan copying and collating enclosures.
• Be first point of contact for the central file opening team.

Skills, Knowledge and Expertise

Working closely with the fee earners in our Private Client department, this role would best suit someone who is pro-active and enthusiastic, with great interpersonal skills and the ability to communicate with people at all levels. Strong organisational and administrative skills are essential, along with the ability to multi-task and a confident telephone manner. More technical requirements include excellent IT skills including the use of Microsoft office and Outlook. Ideally you will have experience in a law firm environment providing support to fee earners, but we welcome applications from those who feel they have the right skills and can meet the role requirements.

Benefits

In addition to a competitive salary, you will also get:

• Flexible Working
• 25 days holiday, plus Bank Holidays
• Extra Day of Holiday for your Birthday
• Private Healthcare
• Pension Scheme(s)
• Life Assurance
• Eye Tests
• Flu Jabs
• Corporate Gym Membership Discounts
• Legal Support
• Opportunities to get involved with charity fundraising, sports teams and office socials