- Supporting fee-earners via telephone and email
- Ensuring the operational efficiency of the team by arranging appointments, booking events and general diary management
- The production of internal and external correspondence using own initiative and with instruction where relevant
- Be the first point of contact for incoming telephone and email enquiries progressing all enquires promptly
- Embracing and adopting new administrative and technology processes to increase efficiency within the team
- Printing, scanning, photocopying documents. Generally liaising with the document management centre on document production/collation tasks.
- File opening in accordance with IBB procedures to include data input, completion of internal forms and procedures, preparation of AML documentation, file creation and preparing the initial letters for fee-earner review
- File closing in accordance with IBB procedures to include data input, checking ledger balances, filleting files, returning client documents, completion of internal forms
- To ensure that all chargeable work is properly recorded on client matters
- Preparation of bills in accordance with IBB procedures, to include collating disbursement receipts, liaising with Accounts and preparing all documentation to be sent to the client in accordance with defined procedures.
- Maintain professional standards as stipulated by The Law Society’s client care directive and adhere to the firms’ own internal policies to ensure exemplary client care is maintained at all times
- Carrying out preliminary investigations into liability and quantum, including research
- Taking instructions from clients, preparing witness statements, corresponding with client and others, including the court and experts
- Establish and maintain professional relationships with clients
- Advising as to offers of settlement made, under supervision drafting schedules of financial loss
- Entering into correspondence and negotiation with insurers and solicitors
- To keep abreast of all professional developments through participation in team training meetings, team activities and events as appropriate.
- Undertaking any other suitable ad hoc duties
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